AUM, Social Security Filing, Gin & Tonic, & RMDs: Q&A #1945

November 23, 2019

AUM, Social Security Filing, Gin & Tonic, & RMDs: Q&A #1945

In today’s podcast, Jim and Chris discuss listeners’ questions (or statements) about AUM, Social Security filing, the possibility of calling themselves Gin & Tonic on the show, & RMDs. (9:55) A Marylander discusses AUM, referencing the previous show Jim & Chris did on the AUM model. (27:58) A listener from New Mexico asks about filing for Social Security before full...

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ABLE Accounts: EDU #1942

November 20, 2019

ABLE Accounts: EDU #1942

Special Podcast Alert: ABLE Accounts! Jim and Chris divert from their typical Retirement and IRA topics to discuss ABLE accounts, Special Needs Trusts, and how saving in private funds for individuals with disabilities can help them maintain health, independence, and quality of life....

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Roth Contributions after Retirement, SS Overage, SEPP and Roth Conversions: Q&A #1944

November 16, 2019

Roth Contributions after Retirement, SS Overage, SEPP and Roth Conversions: Q&A #1944

Jim is back at it with Chris as they discuss Roth contributions after retirement, how earning over the limit income will affect Social Security, and more! (11:55) A listener asks Jim and Chris what is considered “earned” income and if he should continue Roth contributions after retirement. (21:20) A Texan wants to know how earning over the limit income will affect her Social...

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2020 Social Security Changes: EDU #1941

November 13, 2019

2020 Social Security Changes: EDU #1941

2020 Social Security changes are almost here! Chris takes the opportunity while Jim is elk hunting to discuss the new year’s Social Security changes. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E41.mp3 Podcast: Play in new window | Download (Duration: 24:59 — 11.4MB) Subscribe: Apple Podcasts | Android |...

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Restricted Spousal Benefits, Survivor Benefits, Laid-Off Effects: Q&A #1943

November 9, 2019

Restricted Spousal Benefits, Survivor Benefits, Laid-Off Effects: Q&A #1943

While Jim is out elk hunting, Chris flies solo answering topics about restricted spousal benefits, survivor benefits, and laid-off effects on Social Security. (4:10) A fellow Coloradoan asks questions about benefit amounts after filing for restricted spousal benefits. (9:55) An Oklahoma listener wants to confirm information about survivor benefits. (13:40) A Georgia listener would like to...

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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.