Social Security, COLAs, PIAs, Annuities, and Fun Spending: Q&A #2240

October 1, 2022

Social Security, COLAs, PIAs, Annuities, and Fun Spending: Q&A #2240

Jim and Chris sit down to discuss listeners questions relating to Social Security, COLAs, PIAs, annuities, and fun spending. (7:30) A listener asks about the restricted application strategy for Social Security and how it’s monitored/regulated. (16:30) George from Ohio looks for clarification on his spouses Social Security benefit and cost of living adjustment (COLA) for being born in 1961....

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Social Security, Lump Sum Pensions, and Deferred Annuities: Q&A #2227

July 2, 2022

Social Security, Lump Sum Pensions, and Deferred Annuities: Q&A #2227

Jim and Chris sit down to discuss listener questions relating to Social Security, lump sum pensions, and deferred annuities. (4:15) George from Indiana looks for advice on the exact month he should file for his Social Security benefits to get the maximum deferred credit amount. (14:30) A Michigan listener asks for recommendations on a good, online Social Security benefits calculator. (24:30) A...

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Fee Based Annuities: EDU #2226

June 29, 2022

Fee Based Annuities: EDU #2226

Jim and Chris continue their discussion from a previously asked question about annuities under the new fee based platform. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E26.mp3 Podcast: Play in new window | Download (Duration: 1:11:10 — 32.6MB) Subscribe:...

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Social Security Benefits and Fixed-Indexed Annuities: Q&A #2226

June 25, 2022

Social Security Benefits and Fixed-Indexed Annuities: Q&A #2226

Jim and Chris sit down to discuss listener questions about Social Security benefits and fixed-indexed annuities. (26:00) A listener follows-up on a question from a previous show to ask about how divorce would affect her Social Security benefits. (33:30) PSA about our monthly newsletter. (42:00) A listener looks for thoughts and advice on commission-free fixed-indexed annuities....

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Social Security, Roth Conversions, and Mortality Credits: Q&A #2225

June 18, 2022

Social Security, Roth Conversions, and Mortality Credits: Q&A #2225

Jim and Chris sit down to discuss listeners questions about Social Security, Roth conversions, and annuity mortality credits. (3:30) George in North Carolina looks for clarification on his spouses Social Security benefit and whether or not it will be WEP/GPO affected. (8:30) A listener from Wisconsin asks about the calculation for the pro-rata amount on a Roth conversion. (23:15) George from...

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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.