Social Security, Inherited IRAs, Roth Conversions, Portfolio Management, and MDF: Q&A #2313

April 1, 2023

Social Security, Inherited IRAs, Roth Conversions, Portfolio Management, and MDF: Q&A #2313

Jim and Chris answer listeners questions relating to Social Security, inherited IRAs, Roth conversions, portfolio management, and MDF. (5:15) George from Michigan looks for clarification on his age 70 Social Security benefit calculation. (16:15) George in Connecticut asks about the calculation for 75% Social Security survivor benefit his disabled son will be eligible for if he and his wife were...

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Social Security, Inherited IRAs, and The SIPC: Q&A #2312

March 25, 2023

Social Security, Inherited IRAs, and The SIPC: Q&A #2312

Jim and Chris discuss questions relating to Social Security, Inherited IRAs, and the Securities Investor Protection Corporation (SIPC). (13:30) A listener in Georgia asks a couple of questions pertaining to his sister’s ability to claim a Social Security benefit. (28:00) The same listener from above looks for clarification on the rules relating to his sisters inherited IRA RMDs. (47:15) A...

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Social Security, Ed Slott, Roth 401(k)’s, and Buffered Investments: Q&A #2311

March 18, 2023

Social Security, Ed Slott, Roth 401(k)’s, and Buffered Investments: Q&A #2311

Jim and Chris sit down to discuss listener’s questions relating to Social Security, Ed Slott, Roth 401(k)’s, and buffered investments. (8:15) George from California looks for clarification on the affects/timing of Social Security inflationary credits for his wife. (14:30) A listener asks a quick question about if she can claim a spousal Social Security benefit or not. (18:45) Jim...

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Social Security Survivor Benefits, Roth Conversions, Taxes, Rollovers, and Inherited 401(k)’s: Q&A #2310

March 11, 2023

Social Security Survivor Benefits, Roth Conversions, Taxes, Rollovers, and Inherited 401(k)’s: Q&A #2310

Jim and Chris sit discuss questions relating to Social Security survivor benefits, Roth conversions, taxes, rollovers, and inherited 401(k)’s. (10:15) A listener asks about Social Security survivor benefits and the ability to turn survivor benefits back on after giving them up previously. (17:15) A listener from New York asks if claiming a spousal benefit before full retirement age reduces...

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Social Security, Spousal Benefits, Aging Reserve, and Fun Expenses: Q&A #2309

March 4, 2023

Social Security, Spousal Benefits, Aging Reserve, and Fun Expenses: Q&A #2309

Jim and Chris sit down to discuss questions relating to Social Security, spousal benefits, aging reserve, and fun expenses. (9:15) A Californian listener asks about his Social Security claiming strategy for spousal and survivor benefits. (20:45) A listener in Georgia looks for clarification on spousal Social Security benefits following a divorce. (35:00) Georgette from South Carolina wonders how...

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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.