More Social Security Stuff

April 28, 2018

More Social Security Stuff

Jim and Chris answer a few questions on a variety of Social Security topics. Does the non-taxable portion of your Social Security benefit figure in to how your MAGI (Modified Adjusted Gross Income) is calculated for the purpose of determining your Medicare part B premium? What are some of the particulars regarding the Spousal Child in Care benefit? And a frustrated younger listener asks for some...

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RMDs and SEP IRAs

April 21, 2018

RMDs and SEP IRAs

Jim, Chris and Justin discuss the intricacies of contributing to and taking RMDs from employer provided 401(k)s and SEP IRAs if you are older than 70 1/2 and still working. Jim and Chris then answer listeners questions regarding Social Security: SS fraud, the File and Suspend strategy and Social Security spousal benefits vs survivor benefits....

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Follow-up on Previous Tax and IRA Questions

April 14, 2018

Follow-up on Previous Tax and IRA Questions

Jim and Chris follow up on some previous topics. The listener with last week’s tax question came back for some clarification regarding taxes and IRAs. Another listener wanted to revisit the topic of Roth conversions and suggested an alternate Roth conversion strategy. Jim and Chris also answered a couple of Social Security questions: What can you do if you get incorrect information from...

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Estate Planning Topics

April 7, 2018

Estate Planning Topics

Estate Planning Attorney Darci Gerdes joins Jim and Chris to answer a multi-part estate planning question from a listener in AZ. The topics covered include wills, Powers of Attorney, revocable living trusts, probate and how to find a good estate planning attorney. Justin Fundalinski also joins Jim and Chris for the second half of the podacast to discuss tax planning strategies....

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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.