Happy Holidays
December 26, 2018
The guys are taking the week off to spend time with family and friends. Wishing you happy holidays from Jim, Chris, and everyone at Jim Saulnier & Associates!
Listen NowQ&A: 401k Strategies, Earnings Test
December 22, 2018
Join Jim and Chris as they answer questions regarding 401k strategies and working while receiving Social Security. This week a Minnesota listener asks whether they should rollover their 401k with a previous employer and another listener wonders how to get the best tax rate on 401k withdrawals. Also, a Missouri listener ponders self-employment in retirement and a Wisconsin listener looks for some...
Listen NowEdu: Variable Annuities 101
December 19, 2018
In response to a listener email, Jim and Chris begin a discussion on Variable Annuities. This first show on the subject covers a general overview, how they came about, how they work, and what the guys like and dislike about Variable Annuities. Look for future shows where Jim and Chris will delve into more of the nitty-gritty details....
Listen NowQ&A: Rule of 55, PIA, Roth Conversion
December 15, 2018
Jim and Chris field some interesting questions this week about the 401k Rule of 55, Social Security, and using 60-day Rollovers for Roth Conversions. The guys answer a listener question on whether transferring a 401k to a new employer will affect the Rule of 55. A California listener wonders how claiming Social Security is affected if the primary earner is younger than their spouse. Another...
Listen NowEdu: The Stretch IRA
December 12, 2018
You may have heard of a Stretch IRA, but few people understand what it is and what it is not. Join Jim and Chris this week as they delve into Stretch IRAs. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y18E12.mp3 Podcast: Play in new window | Download (Duration: 51:03 — 23.4MB) Subscribe:...
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