Thanksgiving Break: QA

November 28, 2020

Thanksgiving Break: QA

Chris provides a brief update on Thanksgiving break and when we’ll be back to regularly scheduled programming. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y20E48T.mp3 Podcast: Play in new window | Download (Duration: 2:22 — 1.1MB) Subscribe: Apple Podcasts |...

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Thanksgiving Break: EDU

November 25, 2020

Thanksgiving Break: EDU

Chris provides a brief update about the upcoming Thanksgiving break and when we’ll be back to regularly scheduled programming. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E47T.mp3 Podcast: Play in new window | Download (Duration: 1:55 — 900.0KB) Subscribe: Apple Podcasts |...

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Social Security, Rollover Options, and IRA Conversions: Q&A #2047

November 21, 2020

Social Security, Rollover Options, and IRA Conversions: Q&A #2047

Jim and Chris discuss listeners’ questions relating to Social Security, Rollover Options, and IRA conversions. (2:00) George from Chicago asks a question about when the overall best time to claim Social Security is. (10:50) A listener from North Carolina asks for advice on taking a lump sum buyout from his employer and rolling it into his 401k or IRA to avoid tax implications. (23:00) A...

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Coronavirus Related Distributions (CRDs) Part 1: EDU #2046

November 18, 2020

Coronavirus Related Distributions (CRDs) Part 1: EDU #2046

Jim and Chris begin to clarify the details on coronavirus related distributions (CRDs) and the tax implications surrounding them in this first part of the CRD focused EDU show. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E46.mp3 Podcast: Play in new window | Download (Duration: 58:49 — 26.9MB) Subscribe: Apple Podcasts...

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Social Security “Grace Years”, IRAs, QCDs, RMDs, and Taxes: Q&A #2046

November 14, 2020

Social Security “Grace Years”, IRAs, QCDs, RMDs, and Taxes: Q&A #2046

Jim and Chris discuss listeners’ comments and questions relating to Social Security “grace years”, IRAs, QCDs, RMDs, and Taxes. (Intro) Jim and Chris read an incredibly generous “thank you” email from Georgette in California and address what a “grace year” means for Social Security. (16:55) A listener asks for clarification on an older article written by...

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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.