Social Security, Roth Conversions, and Mortality Credits: Q&A #2225

June 18, 2022

Social Security, Roth Conversions, and Mortality Credits: Q&A #2225

Jim and Chris sit down to discuss listeners questions about Social Security, Roth conversions, and annuity mortality credits. (3:30) George in North Carolina looks for clarification on his spouses Social Security benefit and whether or not it will be WEP/GPO affected. (8:30) A listener from Wisconsin asks about the calculation for the pro-rata amount on a Roth conversion. (23:15) George from...

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Social Security WEP/GPO, Roth Conversions, and Annuities: Q&A #2217

April 23, 2022

Social Security WEP/GPO, Roth Conversions, and Annuities: Q&A #2217

Jim and Chris discuss questions relating to Social Security WEP/GPO, child-in-care, spousal benefits, Roth conversions, and annuities. (12:00) George from North Carolina looks for clarification on his wives Social Security benefit and the affects of WEP/GPO. (22:15) A listener asks about their possible benefits for Social Security spousal, child-in-care, and family maximum benefits given their...

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WEP, Social Security, Annuities, and Roth Conversions: Q&A #2214

April 2, 2022

WEP, Social Security, Annuities, and Roth Conversions: Q&A #2214

Jim and Chris sit down to discuss listener questions relating to WEP, Social Security, annuities, Roth conversions, and taxes. (2:30) George from California has a question about WEP and whether or not he should try to earn a few more Social Security credits. (20:00) George from Pennsylvania looks for clarification on purchasing an annuity with IRA money. (34:00) A listener from Massachusetts...

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Survivor Benefits, WEP, Estate Tax, DAFs, and QLACs: Q&A #2203

January 15, 2022

Survivor Benefits, WEP, Estate Tax, DAFs, and QLACs: Q&A #2203

Jim and Chris discuss questions pertaining to Social Security survivor benefits, WEP, estate tax, donor advised funds (DAFs), and QLACs. (7:00) A Washington listener asks about how to claim a Social Security survivor benefit. (12:45) A Missouri listener looks for advice on determining the effects WEP will have on her and her husbands Social Security benefits. (24:45) George from California looks...

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Social Security, WEP, TSPs, Roth Conversions, Special Needs Trusts, and RMDs: Q&A #2133

August 14, 2021

Social Security, WEP, TSPs, Roth Conversions, Special Needs Trusts, and RMDs: Q&A #2133

Jim and Chris sit down to answer listener questions about Social Security, WEP, TSPs, Roth Conversions, Special Needs Trusts, and RMDs. (3:00) A Mainer would like to know if they can claim Social Security benefits retroactively. (10:00) A listener from Washington wants clarification on how the Windfall Elimination Provision (WEP) will affect their Social Security benefit. (16:30) Another...

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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.