Spousal Benefits, Fixed Annuities, and Coronavirus Distributions: Q&A #2107

February 13, 2021

Spousal Benefits, Fixed Annuities, and Coronavirus Distributions: Q&A #2107

Jim and Chris sit down to discuss questions relating to Social Security spousal benefits, books for retirement planning, fixed annuities, and Coronavirus related distributions.

(3:45) A Coloradoan asks about Social Security spousal benefits and the timing relating to his wife claiming spousal benefits.

(16:00) A listener asks a question with regard to the previous EDU #2106 show on fixed annuities.

(38:45) A Florida listener wonders about Coronavirus related distributions and the taxes relating to them.

 

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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.