Child-in-Care Spousal Benefits, Trusts, Benchmarking – Q&A #1934

September 7, 2019

Child-in-Care Spousal Benefits, Trusts, Benchmarking – Q&A #1934

This week Jim and Chris answer questions on Child-in-Care Spousal Benefits, types of Trusts and how to protect assets from long-term care costs, and their benchmarking recommendations. 8:30 Chris answers a Virginia listener’s question regarding Social Security Child-in-Care Spousal Benefits. 15:00 A listener asks about types of Trusts and the best way to protect assets from long-term care...

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Q&A #1923: Funding a Special Needs Trust, Cost Averaging

June 15, 2019

Q&A #1923: Funding a Special Needs Trust, Cost Averaging

This week Jim and Chris answer an email question from a Connecticut listener on investment strategies for funding a special needs trust and another email question on dollar cost averaging when moving a 401(k) to an IRA upon retiring. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y19E23.mp3 Podcast: Play in new window | Download...

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Q&A: Clarifications, Social Security Veterans and Disability Benefits

May 25, 2019

Q&A: Clarifications, Social Security Veterans and Disability Benefits

Do Veterans receive higher Social Security benefits than civilians? Jim and Chris start out the show responding to four listeners wanting clarifications on previously answered questions. They also respond to a Kentucky listener’s question about Social Security Disability Benefits and a US Marine’s query about Social Security Veterans Benefits.   Please take a moment to vote 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.