Social Security, Roth Conversions, and LTC: Q&A #2113

March 27, 2021

Social Security, Roth Conversions, and LTC: Q&A #2113

Jim and Chris sit down to discuss listeners’ questions pertaining to Social Security, Roth conversions, and long term care (LTC) insurance.

(6:00) A New Yorker asks a question about the theoretical maximum payout value for Social Security and what its based on.

(18:15) A Portland listener asks about the difference between Social Security survivor benefits and divorced survivor Social Security benefits.

(33:30) George from Virginia looks for help on Roth conversions and their strategy to pay for the taxes on the conversion.

(46:00) A listener voices his opinion on purchasing LTC insurance and the lengthy list of exclusions within the insurance policies.

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

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.