Q&A: Social Security Edition

September 29, 2018

On this edition of the Retirement and IRA Show Q & A, Jim and Chris answer six Social Security questions from listeners in Connecticut, Pennsylvania, North Carolina, and Georgia.  The questions cover spousal benefits, divorced spouse benefits, survivor benefits, and restricted applications....

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EDU: Social Security Earnings Test

September 26, 2018

In this inaugural Retirement and IRA Show (education version), Jim and Chris delve deeply into the Social Security earnings test: what is it? How does it work? How much does it cost you?  How does Social Security know it even applies to you?  And what happens if you owe it? http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y18E01.mp3...

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Q & A: Bucketing and Portfolio Positioning

September 22, 2018

On this edition of the Retirement and IRA Show Q&A, Jim and Chris take a Pennsylvanian caller’s question regarding “bucketing” and how to position her sizable assets from an accumulation to a decumulation spending portfolio. http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y18E01.mp3 Podcast: Play in new window |...

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Q & A: Inherited 401k and IRA Rules

September 15, 2018

Inherited accounts can be tricky to understand. In this question and answer show Jim and Chris answer listener questions about properly transferring and titling of an Inherited 401k, taking RMDs from an Inherited IRA, and more. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-09-15-2018-Podcast.mp3 Podcast: Play in new window | Download...

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Inherited 401k and Laddered CDs

September 8, 2018

Jim and Chris provide more information about a previous question regarding opening a 401k from an inherited 401k. Then a listener calls in with a question about whether laddered CDs are appropriate for her mother.   http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-09-08-2018-Podcast.mp3 Podcast: Play in new window | Download (Duration:...

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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.