Social Security and Long-Term Care (LTC) Continued: Q&A #2246

November 12, 2022

Social Security and Long-Term Care (LTC) Continued: Q&A #2246

Jim, Chris, and in-house long-term care expert, Greg Darden discuss listeners questions relating to Social Security and long-term care (LTC). (5:30) George from Michigan looks for clarification on spousal Social Security benefits for his wife. (13:00) Jim and Chris follow-up on an additional question from the listener on this last weeks EDU show #2245 relating to long-term care. (28:45) A...

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Social Security, 72t IRA Rules, and Hiring A Financial Advisor: Q&A #2245

November 5, 2022

Social Security, 72t IRA Rules, and Hiring A Financial Advisor: Q&A #2245

Jim and Chris sit down to discuss listeners questions relating to Social Security, 72t IRA rules, and the timing for hiring a financial advisor. (16:15) George from Texas looks for clarification on the effects WEP will have on his spouses Social Security estimated benefit. (33:30) A Michigan listener wonders about Social Security amounts in high and low inflationary environments when turning age...

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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, 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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Check out the background of firms and investment professionals on SEC’s Adviser Info Page.

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.