Social Security, Spousal Benefits, PIAs, and Pensions: Q&A #2242

October 15, 2022

Social Security, Spousal Benefits, PIAs, and Pensions: Q&A #2242

Chris sits down on a solo episode to discuss listener questions relating to Social Security, spousal benefits, PIA, and pensions. (5:00) A listener comments on wage inflation for Social Security benefits. (15:30) A listener wonders when to get married and how to strategize spousal Social Security benefits. (20:25) A listener looks for advice and clarification on their Social Security benefit...

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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 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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Social Security Changes for 2021: EDU #2042

October 21, 2020

Social Security Changes for 2021: EDU #2042

Chris compares and contrasts the annual changes to Social Security for 2021 including cost of living adjustments, wage and price inflation, as well as Social Security credits. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E42.mp3 Podcast: Play in new window | Download (Duration: 36:09 — 16.8MB) Subscribe:...

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Inflation Adjustments, COLAs, and the MDF: EDU #2029

July 22, 2020

Inflation Adjustments, COLAs, and the MDF: EDU #2029

Jim and Chris discuss a listener from Utah’s topic regarding inflation estimates, cost of living adjustments, and the minimum dignity floor. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E29.mp3 Podcast: Play in new window | Download (Duration: 47:05 — 21.3MB) Subscribe:...

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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

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.