Annuity Topics and Long Term Care

June 9, 2018

Jim and Chris discuss annuity details common to all annuities, as well as noting differences between different types.  Jim spends some more time on the specifics of Flexible Premium Deferred Annuities, along with how different annuities have different funding requirements, benefit types, etc.  Jim talks briefly about income riders on annuities and how they impact your required minimum distribution.  Jim, Chris and Justin then answer a Maryland listener’s email regarding Long Term Care and retirement planning.

Podcast: Play in new window | Download (Duration: 2:08:43 — 58.9MB)

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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.