Social Security Spousal Benefits Are Not Going Away!

April 23, 2016

Social Security Spousal Benefits Are Not Going Away!

Social Security did make some changes that will go into effect at the end of April, but spousal benefits are not going away! The ability to file for your own benefit and suspend it so your spouse can then claim their spousal benefit is. Jim and Chris discuss this change and explain what’s really going on. They also discuss questions from listeners regarding backdoor Roth IRAs and whether or not you should take your Social Security benefit early and then invest it yourself.

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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.