Takeaways from the Latest Ed Slott Seminar: EDU #2019

May 13, 2020

Takeaways from the Latest Ed Slott Seminar: EDU #2019

Jim recently returned from the latest Ed Slott seminar, and in today’s episode he and Chris discuss some of the main takeaways and topics from the event. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E19.mp3 Podcast: Play in new window | Download (Duration: 52:31 — 24.0MB) Subscribe: Apple Podcasts | Android |...

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2020 RMDs, Social Security, HSAs, and the Best States for Retirees: Q&A #2019

May 9, 2020

2020 RMDs, Social Security, HSAs, and the Best States for Retirees: Q&A #2019

After Jim clarifies some information about 2020 RMDs and the CARES Act, he and Chris answer questions about Social Security, HSA accounts for beneficiaries, and the best states to retire in. (3:10) Jim clarifies what you can do if you took a 2020 RMD before the CARES Act removed the requirement. (14:33) A Washington listener wonders if she should file for her spouse’s Social Security...

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5 Things Real Estate Owners Should Consider Regarding Taxes: EDU #2018

May 6, 2020

5 Things Real Estate Owners Should Consider Regarding Taxes: EDU #2018

While Jim attends an Ed Slott meeting,  Bob Palechek joins Chris to discuss the 5 things real estate owners should consider regarding taxes. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E18.mp3 Podcast: Play in new window | Download (Duration: 53:01 — 24.3MB) Subscribe: Apple Podcasts | Android |...

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Child-In-Care Benefits, Annuity Questions, and More: Q&A #2018

May 2, 2020

Child-In-Care Benefits, Annuity Questions, and More: Q&A #2018

Today Jim and Chris respond to 5 questions, conversing about child-in-care spousal benefits, some tax considerations, annuity questions and some CARES Act questions. (12:49) A Floridian wonders if she can still work if she files for child-in-care spousal benefits. (16:35) A listener wonders if gifting his kids some shares from his taxable account is a good idea.  (See Q&A #2013 to listen 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.