Edu: 60-day Rollovers

February 27, 2019

Edu: 60-day Rollovers

Jim and Chris go into the nitty-gritty details of 60-day Rollovers. They discuss the do’s, the don’ts, and the penalties if you do a don’t. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E07.mp3 Podcast: Play in new window | Download (Duration: 57:13 — 26.2MB) Subscribe:...

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Q&A: Social Security Benefits, Rule of 55

February 23, 2019

Q&A: Social Security Benefits, Rule of 55

This week Jim and Chris answer questions from listeners in California and New Jersey about Social Security Benefits; including their effect on Health Savings Account (HSA) contributions, IRMAA adjustments, and whether the government shut down has affected benefit statements. Also, a Wisconsin listener asks how/if the Rule of 55 applies to a Roth 401k....

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Edu: Prohibited IRA Transactions

February 20, 2019

Edu: Prohibited IRA Transactions

This week Jim and Chris delve into transactions that are prohibited within an IRA, with an emphasis on rules around holding real estate in the IRA. If you need more information about what things to avoid doing (who doesn’t?) and what the consequences and penalties of mistakes may be, tune in!...

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Q&A: Roth TSP and Fixed Annuities

February 16, 2019

Q&A: Roth TSP and Fixed Annuities

Listen in as Jim and Chris respond to a listener’s email where they ask if they should continue to max out their Roth TSP and whether to convert money from their non-deductable IRA. Another listener looks for clarification on his  Fixed Annuities’ commencement dates....

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Edu: Taking a Week Off

February 13, 2019

Edu: Taking a Week Off

Chris is attending a Financial Planning conference so there will not be an Edu edition of The Retirement and IRA Show this week. Rest assured Jim and Chris will be back next week for a new Edu edition!

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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.