Edu: Trusts as IRA Beneficiaries, Part 3

March 20, 2019

Edu: Trusts as IRA Beneficiaries, Part 3

This week Estate Planning Attorney, Peter Scott, rejoins Jim and Chris to further discuss the issues with using a Trust as a beneficiary of an IRA. The guys also delve into their favorite alternatives to simply using a Trust as your beneficiary. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E10.mp3 Podcast: Play in new window |...

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Q&A: Preparing for Retirement and Roth Withdrawals

March 16, 2019

Q&A: Preparing for Retirement and Roth Withdrawals

What would Jim and Chris do with their last few years of free cash flow to prepare for retirement? Listen in as they answer that question for a Virginia listener as well as a question from a Montana listener about Roth withdrawal rules. http://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y19E11.mp3 Podcast: Play in new window | Download...

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Edu: Trusts as IRA Beneficiaries, Part 2

March 13, 2019

Edu: Trusts as IRA Beneficiaries, Part 2

When Jim and Chris discussed using a Trust as an IRA Beneficiary it resulted in a lot of questions (and even some consternation), so they’ve decided to dig even deeper. Tune in to find out more about what makes IRAs different, causing the guys to feel that Trusts and IRAs “go together like oil and water”....

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Q&A: Disability Benefits, Spousal Benefits,Taxes in Retirement

March 9, 2019

Q&A: Disability Benefits, Spousal Benefits,Taxes in Retirement

Is there a way to avoid paying taxes in retirement? Jim and Chris answer a couple of questions from listeners looking to minimize their taxes in retirement, as well as a California listener’s question about their Disability Benefits and an Ohio listener’s question about Spousal Benefits.  ...

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Edu: Safe Withdrawal Rate

March 6, 2019

Edu: Safe Withdrawal Rate

Is there really such a thing as a safe withdrawal rate? Prompted by an Arizona listener’s question, this week Jim and Chris take a closer look at the Safe Withdrawal Rate strategy for retirement planning. Join them as they go into what it is, how it’s calculated, and (more importantly) the pros and cons of the method....

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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.