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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Calculating Social Security PIA and Inflationary Adjustments: EDU #2241

October 12, 2022

Calculating Social Security PIA and Inflationary Adjustments: EDU #2241

Chris sits down to do a solo show discussing the nuances of calculating the Social Security primary insurance amount (PIA) and how this calculation can be affected by inflationary adjustments. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E41.mp3 Podcast: Play in new window | Download (Duration: 50:23 — 24.0MB) Subscribe:...

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Ways To NOT Receive Social Security Benefits: EDU #2237

September 14, 2022

Ways To NOT Receive Social Security Benefits: EDU #2237

Chris sits down to do a solo episode on the different ways to NOT receive Social Security benefits. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E37.mp3 Podcast: Play in new window | Download (Duration: 55:45 — 25.5MB) Subscribe:...

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Social Security, Estate Planning, Roth Conversions and Retirement Planning: Q&A #2236

September 3, 2022

Social Security, Estate Planning, Roth Conversions and Retirement Planning: Q&A #2236

Jim and Chris sit down to discuss listener questions relating to Social Security, estate planning, Roth conversions, life insurance, and retirement planning. (8:30) A Floridian listener asks about his spouses Social Security benefit amount. (18:45) A Texan listener wonders how to determine his adjusted PIA amount to determine his age 70 benefit. (24:45) George in North Carolina remarks about the...

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DSUE, Social Security, Trusts, and Pensions: Q&A #2229

July 16, 2022

DSUE, Social Security, Trusts, and Pensions: Q&A #2229

Jim and Chris sit down to discuss the recent IRS Revenue Procedure 2022-32 and what you need to know if you plan to file for the estate tax exemption of a deceased spouse. They explain how this new ruling may enable more surviving spouses to shield their future estate from potential future estate taxes. Afterwards, they answer listener questions relating to Social Security, Trusts, and Pension...

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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.