Tax Savings for Beneficiaries, Roth Qualifications, and Inherited IRA RMDs – Q&A #1927

July 20, 2019

Tax Savings for Beneficiaries, Roth Qualifications, and Inherited IRA RMDs – Q&A #1927

Join Jim and Chris for another week of Q&As as they answer questions regarding qualifying to move money into a Roth, strategies to create tax savings for beneficiaries, and the rules for Inherited IRA RMDs (Required Minimum Distributions). 6:58 A retired Georgia listener wants a second opinion on whether he can move money from his 401k to a Roth IRA 22:35 A California listener wonders...

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Retirement Planning vs. Investing – EDU #1926

July 17, 2019

Retirement Planning vs. Investing – EDU #1926

Retirement planning is so much more complex than just investing or managing a portfolio. Jim and Chris discuss some of the complexities of retirement planning and share a bit of their approach to developing a comprehensive retirement plan. http://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E26.mp3 Podcast: Play in new window |...

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Summer Holiday

July 10, 2019

Summer Holiday

Thanks for checking in with us this week! We took some time off last week for the Independence Day holiday and don’t have new content for you this time around. Check back next week for a new Retirement and IRA Show EDU!

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Social Security Benefits Timing, Filing Retroactively – Q&A #1926

July 6, 2019

Social Security Benefits Timing, Filing Retroactively – Q&A #1926

With Jim out of the office, Chris catches up on Social Security questions, including three on aspects of Social Security Benefits timing and one from an Alaska listener considering filing retroactively. (3:32) A South Dakotan is having difficulty accessing their Social Security account and wondering how long it will take to get their first benefit check. (8:15) An Alaska listener is considering...

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What is Benchmarking? – Edu #1925

July 3, 2019

What is Benchmarking? – Edu #1925

Scott Roark; PhD, Investment Specialist and CSU Finance Professor, joins Jim and Chris to take a close look at what Benchmarking is and why it’s important. The guys also discuss some of the reasons investment firms and advisers may not benchmark. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E25.mp3 Podcast: Play in new...

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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.