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Posts Tagged "Claiming Strategies"
October 17, 2020
Jim and Chris answer questions on Social Security claiming strategies, withdrawing an application for claiming Social Security, the Spousal Waiver Form, RMDs, and backdoor Roth contributions. (2:56) George asks a question about Social Security claiming strategies. (7:17) George from Arizona wonders what the repercussions are for withdrawing his application for Social Security benefits. (18:15) A...
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September 19, 2020
Jim and Chris cover questions on Social Security claiming strategies, taxes, HSA contribution rules, and the CARES Act. (8:00) An Indianaian asks a question about claiming ages for Social Security benefits. (19:10) Georgia from Minnesota wonders what the appropriate balance to hold in her, “Always Taxable” accounts would be. (45:40) A listener from Ohio asks a question about health...
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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524
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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
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