Social Security, Some Suggestions, QCDs, and Annuity Recommendations: Q&A #2024

June 13, 2020

Social Security, Some Suggestions, QCDs, and Annuity Recommendations: Q&A #2024

Jim and Chris answer some questions about Social Security, they discuss some listeners’ suggestions related to a previous podcast episode, and then they tackle some questions about QCDs and annuities.

(5:45) An Oregon and a North Carolina listener ask about Social Security statements and where to find estimated benefits.

(15:20) A listener from New York would like to know in which month or year will he receive his full delayed retirement credit from Social Security.

(23:35) Two listeners offer suggestions to an answer Jim and Chris gave on a previous podcast episode.

(43:30) A Virginian has a question concerning his mother’s QCD.

(52:00) George would like some input on annuity recommendations.

Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

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.