Modern Revocable Living Trust

August 27, 2016

Modern Revocable Living Trust

Jim and Chris received all kinds of email questions recently and called in some help to answer them. Peter Scott joins the show to discuss the Modern Revocable Living Trust and answer questions regarding Social Security benefits, estate planning and also taxes on retirement accounts. Jim and Chris are also joined later in the show by Justin Fundalinski and Andrew Johnson (both with Jim Saulnier...

Listen Now

Social Security and Other Retirement Questions

August 20, 2016

Social Security and Other Retirement Questions

Jim and Chris catch up on a number of email questions from listeners including: What happens to a Social Security benefit after the beneficiary dies? If you work past your Full Retirement Age, will this impact your Primary Insurance Amount (PIA)? If you retire and move out of the country, will you still owe taxes to the US? How many people manage their own assets and do you need a financial...

Listen Now

Healthcare Costs in America

August 13, 2016

Healthcare Costs in America

Join Jim, Chris and special Guest Dr. David Tusek of Cloud Medical Center (Boulder and Longmont, CO) as they discuss why healthcare and insurance in the US cost so much. They also take a look at new programs that exist to control costs and examine Direct Primary Care models. http://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-08-13-16.mp3...

Listen Now

Minors as Beneficiaries of an IRA

August 6, 2016

Minors as Beneficiaries of an IRA

You want to leave your retirement accounts to your minor children, but what’s the best way to make that happen? Jim and Chris answer a listener’s email question regarding minors as beneficiaries of an IRA. Also, if you’re planning on getting married you need to listen to the second half of the show. Jim and Chris discuss six IRA rules every bride and groom must know....

Listen Now

Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

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

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, 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.