Social Security, Lump Sum Pensions, and Deferred Annuities: Q&A #2227

July 2, 2022

Social Security, Lump Sum Pensions, and Deferred Annuities: Q&A #2227

Jim and Chris sit down to discuss listener questions relating to Social Security, lump sum pensions, and deferred annuities. (4:15) George from Indiana looks for advice on the exact month he should file for his Social Security benefits to get the maximum deferred credit amount. (14:30) A Michigan listener asks for recommendations on a good, online Social Security benefits calculator. (24:30) A...

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Social Security, Pensions, Gifting, TIPS, and Inheritance: Q&A #2219

May 7, 2022

Social Security, Pensions, Gifting, TIPS, and Inheritance: Q&A #2219

Jim and Chris sit down to discuss question relating to Social Security, pensions, gifting, TIPS, and inheritance. (5:45) A listener provides some additional input on a Social Security question addressed in a previous QA show. (15:00) A listener looks for clarification on if survivorship benefits from a pension will reduce his Social Security benefit. (25:00) Georgette from Wisconsin gives some...

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Social Security, The Five Year Rule, Pensions, and Rollovers: Q&A #2209

February 26, 2022

Social Security, The Five Year Rule, Pensions, and Rollovers: Q&A #2209

Jim and Chris discuss questions relating to Social Security, the five year rule, taxation of lump-sum pension payouts, and rollovers. (11:30) An Ohio listener looks for advice on the best Social Security claiming strategy for his sister in Tennessee. (28:00) A Massachusetts listener looks for clarification on the five year rule and opening a Roth IRA. (45:15) Georgette references a question from...

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Social Security, I-Bonds, Roth Conversions, Pension Benefits, and Advice For New Financial Planners: Q&A #2152

December 25, 2021

Social Security, I-Bonds, Roth Conversions, Pension Benefits, and Advice For New Financial Planners: Q&A #2152

Jim and Chris sit down to discuss Social Security, I-Bonds, Roth conversions, pension benefits, and advice for new financial planners. (16:00) A New Jersey listener looks for advice on collecting, suspending, and restarting his spouses Social Security benefit. (30:00) Jim and Chris respond to listener feedback from last weeks EDU show regarding I-Bonds. (35:45) Jim and Chris address a listener...

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Roth Conversions, Inherited Stock, and Military Pensions: Q&A #2144

October 30, 2021

Roth Conversions, Inherited Stock, and Military Pensions: Q&A #2144

Chris sits down with in-house CPA, Bob Palechek, to discuss questions relating to Roth conversions, inherited stock shares, and taxation of military pensions. (4:00) A Kentucky listener looks for clarification on Roth conversions and the definition of net investment income. (27:45) A Pennsylvanian couple asks about estate planning and inheriting shares out of a brokerage account containing...

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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.