Social Security COLA, 401(k) Contribution Rules, and Inherited IRAs: Q&A #2233

August 13, 2022

Social Security COLA, 401(k) Contribution Rules, and Inherited IRAs: Q&A #2233

Jim and Chris sit down to discuss questions relating to Social Security cost-of-living adjustments (COLAs), 401(k) contribution rules, and inherited IRAs. (6:30) A Kansas listener asks a quick question about how she can change her address on her Social Security card. (10:00) A listener asks for the specifics on how exactly Social Security COLAs are calculated and implemented into benefits....

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Q&A: Catch-up Contributions, Spousal Benefits, Dignity Floor, Short-term Insurance

January 5, 2019

Jim and Chris answer listeners’ questions on multiple topics during this podcast. Are $6000 personal catch-up contributions included in the $56K workplace contribution maximum? A listener in Virginia has a question regarding spousal Social security benefits. Can his spouse collect these SS benefits if she is caring for a granddaughter full time? A third listener wants to know how best to...

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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.