• Newsletter
    Interested in receiving timely and informative Social Security, Medicare, Retirement and IRA information right in your in-box? Jim and Chris make it easy with their free, monthly, email newsletter. Each issue contains information and insight pre and post retirees will find invaluable. Click here to begin receiving your copy today!
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    Took some time off from the Ed Slott training and went to a KC Royals vs NY Yankees game. Even managed to catch a foul ball! ... See MoreSee Less

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    If you've listened to the Retirement and IRA Show, you know I (on very rare ocasions) mispronounce certain words. Thanks to Lone Star George (an iTunian) for providing me this handy pictoral pronounciation guide. ... See MoreSee Less

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  • The budget bill that was passed by Congress and signed into law by the President on November 2, 2015 has major implications for some Social Security claiming strategies! All information in this blog pertaining to Restricted Applications or File-and-Suspend strategies that were posted prior to Nov. 2, 2015 may no longer be accurate. We strive to bring you the most up-to-date Social Security information and will be blogging extensively on these recent changes to Social Security. If you are unsure if the changes will affect you, please see the Effective Dates and Claiming Deadlines chart on our Resources page or feel free to call or email us with any questions.

  • featured

    Taxation of Social Security Benefits

    There has been a lot of talk around the office and with clients about taxation

    June 21st | by Justin Fundalinski, MBA

    featured

    Top 10 Social Security Facts and Figures

    The Social Security Administration publishes an annual Beneficiary Report, containing a variety of facts and

    featured

    Medicare Premiums and Your Social Security Check 2017

    Once you reach age 65 it is common practice to become part of the Medicare

    featured

    Healthcare May Take Your Social Security

    Many people believe once they reach the age of 65 and are eligible for Medicare,

    May 31st | by Jim Saulnier, CFP®

    featured

    Fraud Protection and Social Security

    The Social Security Administration announced (again) that it was going to step up the fraud

    featured

    How Does the Earnings Test Affect My Monthly Benefit?

    You may be aware of the Social Security Earnings Test, but you may not know

    featured

    Delays in Your Delayed Retirement Credits

    Did you know you could have a delay in receiving your delayed retirement credits? This

    featured

    Rethinking Survivor Benefits

    Surviving spouses, and ex-spouses that were married at least 10 years, are eligible to receive

  • Taxation
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    There has been a lot of talk around the office and with clients about taxation of Social Security benefits. Since we are talking about taxation, we are talking about Internal Revenue Code (IRC), and we all know that the...

    June 21, 2017 | by 
    Top 10
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    The Social Security Administration publishes an annual Beneficiary Report, containing a variety of facts and figures regarding the Social Security system. This week we take a look at the top 10 highlights from the 2016 report: In 2017, over...

    Medicare
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    Once you reach age 65 it is common practice to become part of the Medicare insurance system.  If you are also collecting Social Security benefits they will generally withhold your Medicare premiums from your SS checks instead of having...

    healthcare
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    Many people believe once they reach the age of 65 and are eligible for Medicare, their healthcare expenses miraculously go away. That is simply not the case. Medicare does not cover all your healthcare expenses in retirement. You will...

    May 31, 2017 | by 

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  • Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524
    © 2015 Jim Saulnier, LLC. All rights reserved.

    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, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, MA, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.

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