Q&A: Social Security Edition

September 29, 2018

Q&A: Social Security Edition

On this edition of the Retirement and IRA Show Q & A, Jim and Chris answer six Social Security questions from listeners in Connecticut, Pennsylvania, North Carolina, and Georgia.  The questions cover spousal benefits, divorced spouse benefits, survivor benefits, and restricted applications....

Listen Now

EDU: Social Security Earnings Test

September 26, 2018

In this inaugural Retirement and IRA Show (education version), Jim and Chris delve deeply into the Social Security earnings test: what is it? How does it work? How much does it cost you?  How does Social Security know it even applies to you?  And what happens if you owe it? http://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y18E01.mp3...

Listen Now

Q & A: Bucketing and Portfolio Positioning

September 22, 2018

Q & A: Bucketing and Portfolio Positioning

On this edition of the Retirement and IRA Show Q&A, Jim and Chris take a Pennsylvanian caller’s question regarding “bucketing” and how to position her sizable assets from an accumulation to a decumulation spending portfolio. http://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y18E01.mp3 Podcast: Play in new window |...

Listen Now

Q & A: Inherited 401k and IRA Rules

September 15, 2018

Q & A: Inherited 401k and IRA Rules

Inherited accounts can be tricky to understand. In this question and answer show Jim and Chris answer listener questions about properly transferring and titling of an Inherited 401k, taking RMDs from an Inherited IRA, and more. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-09-15-2018-Podcast.mp3 Podcast: Play in new window | Download...

Listen Now

Inherited 401k and Laddered CDs

September 8, 2018

Inherited 401k and Laddered CDs

Jim and Chris provide more information about a previous question regarding opening a 401k from an inherited 401k. Then a listener calls in with a question about whether laddered CDs are appropriate for her mother.   http://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-09-08-2018-Podcast.mp3 Podcast: Play in new window | Download (Duration:...

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.