Q&A: Roth IRA Contributions and Social Security Loopholes

October 6, 2018

Roth IRA contribution rules leaving you perplexed? You’re not alone! Jim and Chris answer a Georgia listener’s Roth questions as well as questions from Florida and Georgia listeners about Social Security rules. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y18E03.mp3 Podcast: Play in new window | Download (Duration:...

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Q&A: 401k Clarifications, HSA Rules, and SS Spousal Benefits

October 3, 2018

Can you contribute to a previous employer’s HSA? Need some clarification on the 401k “Rule of 55”? Does purchasing a SPIA or DIA with IRA money remove the 10% early withdrawal penalty? This week Jim and Chris address these listener questions as well more Social Security Spousal Benefit questions from listeners in Arizona, Colorado, and North Carolina....

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EDU: Congressional Proposals

October 3, 2018

On today’s show, Jim and Chris delve deeply into new proposals effecting retirement plans that are working their way through Congress including changes to required minimum distribution rules, IRA contribution rules, and a new USA savings account (which is essentially a Roth IRA for anyone and any purpose regardless of age)....

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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.