Our Most Recent Show

Social Security, Gifting, Pensions, and Taxable Account Diversification: Q&A #2125

Jim and Chris sit down to discuss listeners questions relating to Social Security, gifting of assets, pensions, and taxable account diversification.

(5:00) George from Los Angeles asks if contributing to a deferred compensation program lowers his Social Security earnings history.

(11:00) George from Connecticut looks for clarification regarding his sons Social Security disability benefits and the maximum on his own Social Security statement.

(19:45) A Colorado listener wonders about the most tax efficient way to transfer a home from his father-in-law down to his sister-in-law.

(28:00) A Wisconsin listener looks for advice on the ideal timing of his parents buying a cabin/lake house using assets within their retirement accounts.

(42:30) A Floridian asks about the best ways to try and diversify the tax impact of having too much money in "always-taxable" retirement accounts for someone in their 20's and 30's.

(51:30) A listener asks about having money in bank CD's, money market accounts, or a traditional IRA.


Listen Now

About the Show

About the Show

What do you get when you combine a TALENTED CFP® PROFESSIONAL with a well-informed COLLEGE FINANCE INSTRUCTOR? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Show, an informative, educational and entertaining podcast program focused on retirement topics.

Read More

 

 

2015 JCP candid 520

 

Search

Looking for more information on a specific topic?  Use the Search feature to find information on this site and Jim Saulnier and Associates’ business site.

Send Us a QuestionSend Us a Question

We’ll answer it on the show! Please include a phone # or email address and we’ll let you know when your question will air.

  • This field is for validation purposes and should be left unchanged.

Listen Live

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

Ed Slott Advisor recognition requires an advisor to be well versed on the rules and regulations regarding IRAs. The advisor must attend two live training sessions and pass two written exams annually to remain in the program. Jim Saulnier & Associates, LLC (“RIA Firm”) is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, IL Insurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AZ, CA, CA, CN, FL, HI, IA, MA, MD, NY, PA, SC, TN, TX, VA, WA, WI, WY Click here for a more detailed disclosure.