Social Security Benefits, SECURE Act, Backdoor Roth Conversions, and More: Q&A #2003

January 18, 2020

Social Security Benefits, SECURE Act, Backdoor Roth Conversions, and More: Q&A #2003

Jim and Chris answer 7 questions today in this episode, with topics ranging from social security benefits to the SECURE Act, to backdoor Roth conversions and more!

(2:40) LIVE CALLER! A gentleman from West Virginia asks a question about child Social Security benefits.

(14:00) LIVE CALLER! A gentleman calls in from New Jersey to talk about the SECURE Act and a private pension.

(33:20) A listener would like advice on what to do if Social Security has made an error and they don’t seem to be fixing it.

(37:30) Jim and Chris answer an email question about the SECURE Act and an inherited IRA.

(44:30) Another listener asks about backdoor Roth conversions and her SIMPLE IRA.

(54:00) A Californian would like clarity on a topic discussed in a previous podcast.

(1:02:00) A listener from Missouri wonders if his mother should change her beneficiary designation as a better financial strategy.

Podcast: Play in new window | Download (Duration: 1:21:53 — 37.5MB)

Subscribe: RSS

Check out the background of firms and investment professionals on SEC’s Adviser Info Page.

Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

© 2025, Jim Saulnier & Associates 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 & 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.