Social Security, MYGAs, Conflicts of Interest, the Minimum Dignity Floor, and QLACs: Q&A #2134

August 21, 2021

Social Security, MYGAs, Conflicts of Interest, the Minimum Dignity Floor, and QLACs: Q&A #2134

Jim and Chris sit down to discuss listener questions about Social Security survivor and spousal benefits, MYGAs, Conflicts of Interest, the Minimum Dignity Floor, QLACs, and RMDs. (6:00) Cousin George from Delaware asks a question about claiming Social Security survivors benefits. (16:30) A Floridian wants to know if claiming Social Security spousal benefits will affect their own benefits later...

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Social Security, Gifting, and MYGA Annuities: Q&A #2127

July 3, 2021

Social Security, Gifting, and MYGA Annuities: Q&A #2127

Jim and Chris sit down to discuss various listeners questions relating to Social Security, gifting to children, and MYGA annuities. (9:00) A South Carolinian listener looks for advice on her and her husband delaying till age 70 to claim Social Security benefits. (14:00) Georgette from Delaware asks for help with determining the best ages for her and her husband to begin claiming Social Security...

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Spousal Benefits, Non-Deductible IRAs, MYGAs, and Mega Backdoor Roths: Q&A #2102

January 9, 2021

Spousal Benefits, Non-Deductible IRAs, MYGAs, and Mega Backdoor Roths: Q&A #2102

Jim and Chris discuss and answer listeners’ questions on Social Security Spousal Benefits, Non-Deductible IRAs, Multi-Year Guaranteed Annuities, and Mega Backdoor Roths. (5:42) A listener asks a question about Social Security Spousal Benefits. (16:25) A Pennsylvanian wants to know how conversions impact cost basis in Non-Deductible IRAs. (37:45) An Iowan would like more information on what...

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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 Click here for a more detailed disclosure.