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

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

Released Saturday, 20th February 2021
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Social Security, Spousal Benefits, and COVID Distribution Rules: Q&A #2108

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

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

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

Saturday, 20th February 2021
Good episode? Give it some love!
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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 […]

The post Social Security, Spousal Benefits, and COVID Distribution Rules: Q&A #2108 appeared first on The Retirement and IRA Show.

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The Retirement and IRA Show

What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show!JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANCIAL PLANNER™ Professional, offer real-world knowledge on a diverse range of topics including Social Security planning, investing for your retirement, the fundamentals of 401(k) and IRA accounts. Jim and Chris make learning about your retirement both educational and entertaining!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, ILInsurance 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

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