Social Security Changes for 2021: EDU #2042

October 21, 2020

Social Security Changes for 2021: EDU #2042

Chris compares and contrasts the annual changes to Social Security for 2021 including cost of living adjustments, wage and price inflation, as well as Social Security credits. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E42.mp3 Podcast: Play in new window | Download (Duration: 36:09 — 16.8MB) Subscribe: Apple Podcasts |...

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Social Security, The Spousal Waiver Form, RMDs, and Backdoor Roth Contributions: Q&A #2042

October 17, 2020

Social Security, The Spousal Waiver Form, RMDs, and Backdoor Roth Contributions: Q&A #2042

Jim and Chris answer questions on Social Security claiming strategies, withdrawing an application for claiming Social Security, the Spousal Waiver Form, RMDs, and backdoor Roth contributions. (2:56) George asks a question about Social Security claiming strategies. (7:17) George from Arizona wonders what the repercussions are for withdrawing his application for Social Security benefits. (18:15) A...

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Beneficiary Designations: EDU #2041

October 14, 2020

Beneficiary Designations: EDU #2041

Jim and Chris sit down to discuss the topic of beneficiary designations and their important role within the financial planning industry. Most importantly, they talk about 401k plans and how blended families can be affected depending on how their beneficiary designations have been set up....

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Miscellaneous Social Security Questions: Q&A #2041

October 10, 2020

Miscellaneous Social Security Questions: Q&A #2041

Chris tries to get caught up while Jim is out of the office and answers miscellaneous Social Security questions. (3:00) A listener has a question about whether or not a 401A plan is the same as a DCP plan. (12:05) A listener from Alabama has a couple of questions regarding his father-in-law’s Social Security benefit. (18:00) A Californian couple asks a question about their disabled...

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Trusts and Choosing a Trustee: EDU #2040

October 7, 2020

Trusts and Choosing a Trustee: EDU #2040

Chris discusses trusts and choosing a trustee with attorney and CPA, David Greene, from First Covenant Trust and Advisors. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E40.mp3 Podcast: Play in new window | Download (Duration: 1:06:13 — 29.5MB) Subscribe: Apple Podcasts | Android |...

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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.