Our Most Recent Show

Family Benefit Limit, Means Test, QCDs, Tax Strategies, and SPIA Income: Q&A #2449

Jim and Chris discuss listener questions relating to the Family Benefit Limit, Means Test, Qualified Charitable Donations, tax strategies for pension benefits, and spreadsheet tracking of SPIA income.

(10:00) Georgette asks about factoring in the Family Benefit Limit while deciding when to start taking Social Security

(19:30) A listener looks for a better understanding of Survivor Benefits and the means test.

(32:30) Jim and Chris discuss whether someone can continue to use the same QCD in an Inherited IRA.

(40:15) The guys dive into a question about tax strategies relate to a defined pension benefit.

(56:30) A do-it-yourselfer wonders about an appropriate way to account for SPIA income in his spreadsheets.


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 SEC’s Adviser Info Page.

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.