Volatility in the Equity Market

June 25, 2016

Volatility in the Equity Market

Considering the outcome of the Brexit vote, Jim and Chris discuss the recent volatility in the equity market. They also answer emails and calls from listeners including two questions regarding the wisdom of retiring from one job and taking another in order to gain a different retirement benefit, and a question regarding the Social Security Widows Benefit....

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Options For Your Retirement Accounts When You Leave Your Job

June 18, 2016

If you leave your job for another one or you decide to retire, what do you do with your retirement accounts? Depending on your age and your situation, your options will differ but as Jim and Chris discuss, your best options may not be as straightforward as they may seem. Also, as a follow-up to their previous QLAC shows, Jim and Chris answer a question from a listener who asks how to get out of...

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Common IRA Tax Mistakes

June 11, 2016

Jim and Chris discuss some common IRA tax mistakes that are made by tax preparers, including problems with Form 5329, issues regarding misinformation on the 60 day IRA rollover rule,  mistakes surrounding year-of-death Required Minimum Distributions and more. http://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-06-11-16.mp3 Podcast: Play in...

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New Findings in Retirement Planning

June 4, 2016

New Findings in Retirement Planning

Jim and Chris discuss some of the new findings in retirement planning that Jim learned about during his Ed Slott training in May, including findings regarding spending in retirement and taxation in retirement. They also answer a Social Security question from a listener: If you’ve claimed your Social Security benefit and then take a part time job, do you still have to contribute to Social...

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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.