Our Most Recent Show
Jim and Chris answer IRA questions and Social Security questions from listeners. If you started contributing to a Roth IRA and then got a promotion at work that pushed you above the earnings limits for a Roth, what is the best thing to do with the funds you already contributed? If a 66 year old is still working and hasn't filed for Social Security yet, can their 62 year old spouse file for their Social Security and then choose to claim their spousal benefit? Will a Roth IRA conversion cause your Social Security benefits to be taxed? And, if you do a 60 day rollover, when does the 60 day period start?
About the Show
What do you get when you combine a TALENTED CFP® PROFESSIONAL with a well informed COLLEGE FINANCE INSTRUCTOR and a well respected ESTATE & TAX PLANNING ATTORNEY? If you mix in relevant financial information and a healthy dose of humor for two hours on Saturday morning you get the Retirement and IRA Radio Show, an informative, educational and entertaining radio program focused on retirement topics.
Looking for more information on a specific topic? Use the Search feature to find information on this site and Jim Saulnier and Associates’ business site.
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