Social Security, FDIC/SPIC Insurance, Inherited IRAs, and Rollovers: Q&A #2243

October 22, 2022

Social Security, FDIC/SPIC Insurance, Inherited IRAs, and Rollovers: Q&A #2243

Jim and Chris sit down to discuss listeners questions relating to Social Security, FDIC/SPIC insurance, inherited IRAs, rollovers, and IRA distributions. (6:00) Georgette in Georgia wonders about the accuracy of her Social Security statement. (15:30) The same listener from above looks for advice on her and her husbands Social Security claiming strategy. (37:45) A Texan listener looks for...

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Social Security and Inherited IRAs: Q&A #2235

August 27, 2022

Social Security and Inherited IRAs: Q&A #2235

Jim and Chris sit down to discuss listener questions relating to Social Security and inherited IRAs. (4:00) A Connecticut listener asks about counting Social Security earnings history prior to the age of 22. (12:30) A listener from Washington looks for clarification on the amount of a Social Security survivor benefit. (15:45) An Illinois listener follows-up on a previously answered question...

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Social Security, WEP, Disability Benefits, and Inherited IRA RMDs: Q&A #2234

August 20, 2022

Social Security, WEP, Disability Benefits, and Inherited IRA RMDs: Q&A #2234

Jim and Chris sit down to discuss questions relating to Social Security, WEP, disability benefits, and inherited IRAs. (7:30) A listener looks for confirmation on when to claim Social Security benefits to ensure they receive the full 6 months of benefits. (17:45) The same listener from above wonders about the affects of WEP on her Social Security benefit. (38:30) George from Indiana wonders...

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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, Inherited IRAs, and Buffered ETFs: Q&A #2228

July 9, 2022

Social Security, Inherited IRAs, and Buffered ETFs: Q&A #2228

Jim and Chris sit down to discuss listeners questions relating to Social Security benefits, inherited IRAs, and buffered ETFs. (12:15) Georgette from Connecticut asks about the rules surrounding when to claim a spousal Social Security benefit. (23:00) Georgette wonders is Social Security benefits only get increased annually after hitting full retirement age. (30:00) George from Tennessee looks...

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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.