Social Security, Roth conversions, and 403(b) Accounts: Q&A #2206

February 5, 2022

Social Security, Roth conversions, and 403(b) Accounts: Q&A #2206

Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth conversions, 403(b)’s, and other retirement accounts. (26:00) An Indiana listener wonders about the Social Security COLA adjustment for disability benefits. (28:45) George from Georgia looks for suggestions on getting information regarding a SSA-1099 form. (35:00) A listener looks for clarification on...

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Child-In-Care Benefits, Trusts, Disability Benefits, and The Rule Of 55: Q&A #2205

January 29, 2022

Child-In-Care Benefits, Trusts, Disability Benefits, and The Rule Of 55: Q&A #2205

Jim and Chris discuss questions relating to Child-In-Care benefits, Trusts as beneficiaries, Social Security disability benefits, and the rule of 55. (5:00) A listener looks for clarification regarding the Child-In-Case Spousal Social Security benefit. (16:30) A listener asks about 401(k) beneficiary distributions and listing a secondary beneficiary as a Trust. (53:30) George from Connecticut...

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Auxiliary Benefits, Simple Retirement Plans, QPRTs, and General Insurance Structures: Q&A #2139

September 25, 2021

Auxiliary Benefits, Simple Retirement Plans, QPRTs, and General Insurance Structures: Q&A #2139

Jim and Chris sit down to discuss listeners questions relating to Auxiliary Benefits, Simple Retirement Plans, QPRTs, and General Insurance Structures. (7:30) A listener has questions about Child in Care Benefits. (17:00) Jim and Chris address comment about “old advisors”. (29:30) Georgette from Texas is wondering about gifting her children portions of her home to avoid Estate Tax....

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Conversion Cons, Social Security Benefit Reduction, Appeals, and Disability: Q&A #1938

October 5, 2019

Conversion Cons, Social Security Benefit Reduction, Appeals, and Disability: Q&A #1938

This week Jim and Chris address listener questions on the potential downsides to Roth Conversions and several Social Security topics, including the 2035 Social Security benefit reduction, appealing a temporary benefit reduction, and the possibility of additional assistance from Social Security. 9:30 Chris weighs in on a Florida listener’s question regarding appealing a skipped benefit...

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Q&A #1924: Social Security Benefits and Retroactive Payments

June 22, 2019

Q&A #1924: Social Security Benefits and Retroactive Payments

Chris covers multiple Social Security questions while Jim is out of town.  Questions regarding Social Security Disability benefits converting to Full Retirement Benefits, what happens to one’s benefits when moving to a new State, claiming Social Security benefits while still working, and retroactive payments are covered....

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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.