Tax Brackets and Income Stacks: EDU #2049

December 9, 2020

Tax Brackets and Income Stacks: EDU #2049

Chris sits down with our in-house tax specialist and CPA, Bob Palechek, to discuss tax brackets and “income stacks”. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E49.mp3 Podcast: Play in new window | Download (Duration: 46:41 — 21.4MB) Subscribe: Apple Podcasts |...

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Social Security and RMDs: Q&A #2049

December 5, 2020

Social Security and RMDs: Q&A #2049

Chris answers listeners’ interesting and compelling questions relating to Social Security rules and RMDs (Required Minumum Distributions). (2:45) George asks for confirmation on the rules/benefits for his mother retroactively filing for her Social Security benefit. (8:10) A listener from Missouri asks about the penalties and frequency of penalties incurred if someone were to file for...

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Social Security and WINDEX: EDU #2048

December 2, 2020

Social Security and WINDEX: EDU #2048

Chris sits down to discuss the important and often confusing Social Security topic of the widow’s indexed primary insurance amount (WINDEX). https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E48.mp3 Podcast: Play in new window | Download (Duration: 38:27 — 17.6MB) Subscribe: Apple Podcasts |...

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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.