CARES Act and RMD Relief: EDU #2030

July 29, 2020

CARES Act and RMD Relief: EDU #2030

Jim and Chris discuss the details of the CARES Act and other 2020 governmental relief offered to those with required minimum distributions. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E30.mp3 Podcast: Play in new window | Download (Duration: 53:55 — 24.5MB) Subscribe: Apple Podcasts | Android |...

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Social Security, CARES Act, and Monte Carlo Analysis: Q&A #2030

July 25, 2020

Social Security, CARES Act, and Monte Carlo Analysis: Q&A #2030

Jim and Chris answer questions about Social Security Benefits, the CARES Act, and justifications about the Monte Carlo analysis. (8:45) A listener asks about backdating his own delayed Social Security benefit as well as his wife’s benefit at her full retirement age. (16:42) A New Jerseyan wonders if his wife can collect on his Social Security benefit at his full retirement age if it is...

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Inflation Adjustments, COLAs, and the MDF: EDU #2029

July 22, 2020

Inflation Adjustments, COLAs, and the MDF: EDU #2029

Jim and Chris discuss a listener from Utah’s topic regarding inflation estimates, cost of living adjustments, and the minimum dignity floor. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E29.mp3 Podcast: Play in new window | Download (Duration: 47:05 — 21.3MB) Subscribe: Apple Podcasts | Android |...

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Roth Conversions, Tax Brackets, and General Tax Advice: Q&A #2029

July 18, 2020

Roth Conversions, Tax Brackets, and General Tax Advice: Q&A #2029

Chris is joined by our resident tax expert and CPA, Bob Palechek to discuss Roth conversions, tax brackets, and other general tax questions. (4:25) An Arizonian wonders if 401k contributions count as earned income for the purposes of Roth contributions. (10:50) A listener from Connecticut asks how much he can convert from a 401k to his Roth IRA while still staying below the 24% tax bracket....

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Utilizing Trusts to Reduce the Impact of Taxes: EDU #2028

July 15, 2020

Utilizing Trusts to Reduce the Impact of Taxes: EDU #2028

Jim and Chris are joined by our resident tax expert and CPA, Bob Palechek, as well as estate and tax planning attorney, Peter Scott to discuss the various ways in which trusts can be utilized to reduce the impact of taxes. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E28.mp3 Podcast: Play in new window | Download (Duration:...

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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.