Home »
Podcasts » Survivor Benefits, WEP, Estate Tax, DAFs, and QLACs: Q&A #2203
Survivor Benefits, WEP, Estate Tax, DAFs, and QLACs: Q&A #2203
January 15, 2022
Jim and Chris discuss questions pertaining to Social Security survivor benefits, WEP, estate tax, donor advised funds (DAFs), and QLACs.
(7:00) A Washington listener asks about how to claim a Social Security survivor benefit.
(12:45) A Missouri listener looks for advice on determining the effects WEP will have on her and her husbands Social Security benefits.
(24:45) George from California looks for clarification regarding the rules for the federal estate tax exemption.
(36:30) A listener looks for advice on setting up a donor advised fund (DAF) while doing some Roth conversions.
(56:45) George wonders if utilizing QLACs to help reduce his potential future RMDs amount is a smart strategy.
Podcast: Play in new window | Download (Duration: 1:32:37 — 42.4MB)
Subscribe:
Check out the background of firms and investment professionals on SEC’s Adviser Info Page.
Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524
© 2024, Jim Saulnier & Associates All rights reserved.
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.