Social Security, WEP, The Fun Number, and Positioning: Q&A #2307

February 18, 2023

Social Security, WEP, The Fun Number, and Positioning: Q&A #2307

Jim and Chris sit down to discuss listeners questions relating to Social Security, WEP, the fun number, and positioning.

(6:30) An Indiana listener looks for clarification on a Social Security survivor benefit and the affects of WEP.

(12:30) George from Maryland asks for clarity on his Social Security benefit.

(23:00) A listener wonders how to adjust her fun number in the middle of a down stock market.

(41:15) George from Maryland asks about how to plan for a prolonged Go-Go phase and how to break up your Go-Go, Slow-Go and No-Go breakdowns.

(1:03:45) A listener from Minnesota wonders how to position his 401(k) assets when his investment options are limited.

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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.