Planning for Long-Term Care, Part 2: EDU #1928

July 31, 2019

Planning for Long-Term Care, Part 2: EDU #1928

Planning for long-term care isn’t over yet! Chris and Jim continue their discussion in this second part of last week’s podcast: planning for long-term care and aging assistance expenses. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E28.mp3 Podcast: Play in new window | Download (Duration: 1:14:34 — 34.1MB)...

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Calculating Returns on Multiple Accounts, Annuity Mortality Credits, and Owning Stocks – Q&A #1928

July 27, 2019

Calculating Returns on Multiple Accounts, Annuity Mortality Credits, and Owning Stocks – Q&A #1928

Scott, our Investment Specialist and CSU Finance Professor, joins Jim and Chris to answer questions regarding Annuity Mortality Credits, calculating returns on multiple accounts, and whether they believe that it is too risky to hold large amounts of one stock. 3:30 A listener asks for more information on Annuity Mortality Credits after listening to the June 5th Edu episode. 24:20 Scott answers a...

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Planning for Long-Term Care – Edu #1927

July 24, 2019

Planning for Long-Term Care – Edu #1927

Planning for long-term care isn’t just about insurance! Join Jim and Chris as they discuss what long-term care insurance does and does not cover. They review important gaps in coverage that people often forget to plan for. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E27.mp3 Podcast: Play in new window | Download...

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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

How is retirement planning different vs. 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 | Download ()...

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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.