New Roth Conversion Strategy: EDU #1940

November 6, 2019

New Roth Conversion Strategy: EDU #1940

Now that you can no longer recharacterize, do you need a new Roth Conversion strategy? Chris discusses how the loss of recharacterization ability can affect not only how much you convert into a Roth, but when you choose to convert it. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E40.mp3 Podcast: Play in new window | Download...

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Annuities within Stretch IRA, 10-Yr Rule, Roth Conversions, SS Benefits: Q&A #1942

November 2, 2019

Annuities within Stretch IRA, 10-Yr Rule, Roth Conversions, SS Benefits: Q&A #1942

Jim and Chris address the topics of the 10-Year Rule, annuities within a stretch IRA, Roth Conversions, and if Social Security benefits are affected by remarriage. (18:15) A listener from Georgia asks how specific the 10-year rule is. (23:45) A Floridian asks how annuities are affected if a stretch IRA goes away. (33:00) A Tennessee listener seeks wisdom when considering paying the taxes on a...

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Ed Slott Advisor recognition requires an advisor to be well versed on the rules and regulations regarding IRAs. The advisor must attend two live training sessions and pass two written exams annually to remain in the program. Jim Saulnier & Associates, LLC (“RIA Firm”) is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, IL Insurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AZ, CA, CA, CN, FL, HI, IA, MA, MD, NY, PA, SC, TN, TX, VA, WA, WI, WY Click here for a more detailed disclosure.