Social Security, Roth Conversions, and an Elaboration on Ed Slott: Q&A #2026

June 27, 2020

Social Security, Roth Conversions, and an Elaboration on Ed Slott: Q&A #2026

Jim and Chris discuss Social Security, Roth conversions, and elaborate on how Ed Slott answered a question. (6:40) A listener from Ohio asks a question about spousal benefits. (9:42) A Delawarian has a question about survivor benefits. (27:22) Jim and Chris address a listener’s comment. (49:45) George from Florida asks if Roth conversions count toward MAGI and APTC. (51:26) Jim and Chris...

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Things to Know About Year-of-Death RMDs: EDU #2025

June 24, 2020

Things to Know About Year-of-Death RMDs: EDU #2025

Jim brings up this topic today as he and Chris discuss year-of-death RMDs: what’s to be expected when a loved one passes and they leave behind qualified retirement accounts? https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E25.mp3 Podcast: Play in new window | Download (Duration: 1:04:46 — 29.6MB) Subscribe: Apple...

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Some Questions About Social Security & IRAs: Q&A #2025

June 20, 2020

Some Questions About Social Security & IRAs: Q&A #2025

Jim and Chris answer multiple questions relating to Social Security and IRAs. (5:45) A  Californian asks if his mother-in-law’s husband can claim a spousal benefit even if she never claimed her own Social Security benefit. (10:45) A listener from Ohio would like to reduce his tax burden from the interest income earned by his cash accounts. (27:35) A listener would like to know if her...

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Estate Planning: EDU #2024

June 17, 2020

Estate Planning: EDU #2024

Peter Scott joins Jim and Chris for this EDU podcast about Estate Planning. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E24.mp3 Podcast: Play in new window | Download (Duration: 1:06:05 — 30.3MB) Subscribe: Apple Podcasts |...

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Social Security, Some Suggestions, QCDs, and Annuity Recommendations: Q&A #2024

June 13, 2020

Social Security, Some Suggestions, QCDs, and Annuity Recommendations: Q&A #2024

Jim and Chris answer some questions about Social Security, they discuss some listeners’ suggestions related to a previous podcast episode, and then they tackle some questions about QCDs and annuities. (5:45) An Oregon and a North Carolina listener ask about Social Security statements and where to find estimated benefits. (15:20) A listener from New York would like to know in which month or...

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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.