Jim & Chris’s Retirement Planning Approach and Process Part 4: EDU #2006

February 12, 2020

Jim & Chris’s Retirement Planning Approach and Process Part 4: EDU #2006

This is Part 4 of the show series in which Jim and Chris continue to describe their retirement planning approach and process.  In Parts 1 and 2 they discussed mostly the why and philosophy of their approach.  In Part 3 they explained further how they begin their planning process, using a fictitious couple as an example.  In this episode, Jim and Chris continue using this fictitious couple to...

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QCDs, Social Security Benefits, Trust Tax Rates, and More: Q&A #2006

February 8, 2020

QCDs, Social Security Benefits, Trust Tax Rates, and More: Q&A #2006

Jim would like to answer a record-breaking 8 questions today (Chris estimates that 3 is more realistic), but nonetheless they answer topics about QCDs, Social Security benefits, trust tax rates, and more! (In the end, Jim and Chris answered 7 listener questions–not too shabby!) (6:10) A Californian would like clarity about taking out a QCD from an IRA. (8:45) A listener would like to know...

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Jim & Chris’s Retirement Planning Approach and Process Part 3: EDU #2005

February 5, 2020

Jim & Chris’s Retirement Planning Approach and Process Part 3: EDU #2005

This is Part 3 of the show series in which Jim and Chris continue to describe their retirement planning approach and process.  In Parts 1 and 2 they discussed mostly the why and philosophy of their approach–in this episode, Jim and Chris will focus more on the how they do what they do, sharing it in a way that you can try at home....

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The Kiddie Tax, Tax Rates Influenced by the SECURE Act, and Tax Strategies: Q&A #2005

February 1, 2020

The Kiddie Tax, Tax Rates Influenced by the SECURE Act, and Tax Strategies: Q&A #2005

The newest member of our tax team, Bob Palechek, is today’s guest speaker–together he with Jim and Chris discuss an update on the Kiddie Tax, as well as other tax questions from listeners. (17:00) Jim, Chris, and Bob discuss an update on how the SECURE Act affected the Kiddie Tax. (39:00) A listener would like clarification on what tax rate is affected due to the SECURE Act: just...

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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.