Questions about the CARES Act: Q&A #2015

April 11, 2020

Questions about the CARES Act: Q&A #2015

Jim and Chris address three very specific questions on the recently passed CARES Act and how it relates to IRAs, Required Minimum Distributions, and Coronavirus Related Distributions from retirement accounts. (32:35) A Virginian asks if the CARES Act could enable his wife to strategize Roth conversions with her TSP. (44:00) Another question from that same Virginian: will his mother be required...

Listen Now

Benefits of Proper Asset Positioning in the Midst of Life’s Storms: EDU #2014

April 8, 2020

Benefits of Proper Asset Positioning in the Midst of Life’s Storms: EDU #2014

When life’s storms come up unexpectedly (such as the current coronavirus pandemic), what are the benefits of proper asset positioning?  If you’re at or near retirement, how can properly positioning your assets help your emotional reaction during market turmoil?  Jim continues to practice social distancing while he and Chris discuss this topic brought to us by a listener’s...

Listen Now

Rolling Over TSP to a Roth, Retirement Spending Trends, and Roth Conversions: Q&A #2014

April 4, 2020

Rolling Over TSP to a Roth, Retirement Spending Trends, and Roth Conversions: Q&A #2014

Jim calls into the studio today as he and Chris answer listener’s questions about rolling over a TSP into a Roth IRA, retirement spending trends, Roth conversions, and more. (11:55) A listener asks about rolling over tax exempt (combat zone earned) funds from a TSP to a Roth. (41:40) A Floridian wonders what is Jim and Chris’s experience with clients’ spending trends. (50:40) A...

Listen Now

Indexed Universal Life Insurance as a Retirement Strategy: EDU #2013

April 1, 2020

Indexed Universal Life Insurance as a Retirement Strategy: EDU #2013

Jim and Chris (mostly Jim!) share their opinion about using indexed universal life insurance (IUL) as a retirement strategy.  Learn why the guys are not big fans of this often-sold strategy to fund retirement. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E13.mp3 Podcast: Play in new window | Download (Duration: 1:15:11 —...

Listen Now

Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

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.