Social Security, Rollovers, Taxes, and FERS: Q&A #2221

May 21, 2022

Social Security, Rollovers, Taxes, and FERS: Q&A #2221

Jim and Chris sit down to discuss listener topics relating to Social Security, rollovers, taxes, and FERS.

(9:40) A listener from North Dakota asks about what percentage of Social Security tax is being withheld from her paycheck.

(12:30) George wonders if his brother, who didn’t initially pay into Social Security will be allowed to include additional years of work for Social Security purposes following full retirement age.

(18:45) A Virginian listener looks for some additional clarification on the remarrying before age 60 Social Security rule for survivor and spousal benefits.

(29:30) George from Ohio asks for clarification on a 401(k) rollover and the related taxes.

(50:15) A listener from Virginia remarks about the FERS plan cost of living adjustment (COLA).

(1:01:30) A listener provides a suggestion.

(1:05:30) A listener provides a PSA.


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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Ed Slott Advisor recognition requires an advisor to be well versed on the rules and regulations regarding IRAs. The advisor must attend two live training sessions and pass two written exams annually to remain in the program. Jim Saulnier & Associates, LLC (“RIA Firm”) is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, IL Insurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AZ, CA, CA, CN, FL, HI, IA, MA, MD, NY, PA, SC, TN, TX, VA, WA, WI, WY Click here for a more detailed disclosure.