Social Security, Inherited IRAs, and Buffered ETFs: Q&A #2228

July 9, 2022

Social Security, Inherited IRAs, and Buffered ETFs: Q&A #2228

Jim and Chris sit down to discuss listeners questions relating to Social Security benefits, inherited IRAs, and buffered ETFs. (12:15) Georgette from Connecticut asks about the rules surrounding when to claim a spousal Social Security benefit. (23:00) Georgette wonders is Social Security benefits only get increased annually after hitting full retirement age. (30:00) George from Tennessee looks...

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Social Security, IRA Recharacterizations, and Annuities: Q&A #2224

June 11, 2022

Social Security, IRA Recharacterizations, and Annuities: Q&A #2224

Jim and Chris sit down to discuss listeners questions about Social Security, IRA recharacterizations, and annuities. (18:15) A listener looks for advice on whether or not she should claim her spousal Social Security benefit. (33:30) A listener describes her concern about a previously completed IRA recharacterization. (50:30, 1:12:15, 1:14:30) George asks a couple of questions regarding...

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Spousal Social Security, Roth Conversions, Rollovers, and Pensions: Q&A #2212

March 19, 2022

Spousal Social Security, Roth Conversions, Rollovers, and Pensions: Q&A #2212

Jim and Chris discuss listeners questions relating to spousal Social Security benefits, Roth conversions, rollovers, and pensions. (10:30) George from Michigan looks for clarification on the potential benefit of a spousal benefit for his wife. (24:00) George from Connecticut lays out his plan for multi-year Roth conversions and prioritizing the “0” in his 210 tax number. (45:00) An...

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Social Security, Beneficiaries, Accidental Rollovers, and Trusts: Q&A #2211

March 12, 2022

Social Security, Beneficiaries, Accidental Rollovers, and Trusts: Q&A #2211

Jim and Chris sit down to discuss listener questions regarding Social Security, beneficiaries, accidental rollovers, and Trusts. (3:15) A Michigan listener looks for clarification on the timing of potentially claiming a spousal Social Security benefit. (12:45) George from New York asks about beneficiaries and the concept of disclaiming inherited assets. (29:45) A listener looks for advice on an...

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Social Security, Spousal Benefits, and COVID Distribution Rules: Q&A #2108

February 20, 2021

Social Security, Spousal Benefits, and COVID Distribution Rules: Q&A #2108

Jim and Chris sit down to discuss listeners’ questions relating to Social Security, spousal benefits, and Coronavirus related distribution rules. (8:15) Georgette from Portland, Oregon asks a question relating to Social Security and withholding taxes. (11:35) George looks for clarification on Social Security and restricted spousal benefits. (20:25) A Virginian listener asks a question on...

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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.