Long Term Care: Q&A #2104

January 23, 2021

Long Term Care: Q&A #2104

Jim and Chris sit down with in-house long term care (LTC) specialist, Greg Darden to discuss the details of long term care and aging assistance. (Intro) Jim, Chris, and Greg discuss and address listeners’ comments relating to long term care insurance. (32:45) A Coloradoan asks for clarification on a long term care partnership policy. (44:20) A listener shares her own long term care story...

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IRAs and Related Tax Forms: EDU #2103

January 20, 2021

IRAs and Related Tax Forms: EDU #2103

Jim and Chris sit down to discuss the timely topic of tax forms relating to IRAs as well as other retirement accounts. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E03.mp3 Podcast: Play in new window | Download (Duration: 54:54 — 25.1MB) Subscribe: Apple Podcasts |...

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Pensions, IRAs, RMDs, 401k Rollovers: Q&A #2103

January 16, 2021

Pensions, IRAs, RMDs, 401k Rollovers: Q&A #2103

Jim and Chris discuss listeners’ questions relating to pensions, inherited IRAs, required minimum distributions (RMDs), and 401k rollovers. (4:30) George asks for an opinion on taking a lump-sum pension buyout from his employer to try and avoid taxes. (14:45) A Michigan listener asks about how to handle the transfer of an inherited IRA from one custodian to another. (49:00) A Georgian...

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Self-Funding LTC Expenses and Aging Assistance: EDU #2102

January 13, 2021

Self-Funding LTC Expenses and Aging Assistance: EDU #2102

Jim and Chris sit down with in-house long term care (LTC) expert, Greg Darden, to discuss self-funding LTC expenses and aging assistance. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E02.mp3 Podcast: Play in new window | Download (Duration: 1:30:33 — 41.4MB) Subscribe: Apple Podcasts |...

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Spousal Benefits, Non-Deductible IRAs, MYGAs, and Mega Backdoor Roths: Q&A #2102

January 9, 2021

Spousal Benefits, Non-Deductible IRAs, MYGAs, and Mega Backdoor Roths: Q&A #2102

Jim and Chris discuss and answer listeners’ questions on Social Security Spousal Benefits, Non-Deductible IRAs, Multi-Year Guaranteed Annuities, and Mega Backdoor Roths. (5:42) A listener asks a question about Social Security Spousal Benefits. (16:25) A Pennsylvanian wants to know how conversions impact cost basis in Non-Deductible IRAs. (37:45) An Iowan would like more information on what...

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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.