Survivor Benefits, 1031 Exchange, Cost Basis Step Up, Capital Gains: Q&A #1937

September 28, 2019

Survivor Benefits, 1031 Exchange, Cost Basis Step Up, Capital Gains: Q&A #1937

Jim and Chris offer their insights on questions about Social Security survivor benefits, then Tax Professional, Jo Madonna helps answer questions on the 1031 exchange, cost basis, and capital gains. 3:15 Chris answers a caller’s questions about and Social Security Delayed Retirement Credits and Survivor Benefits. 12:17 Jo Madonna helps answer an Idaho/Washington listener’s question...

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401k Plan Options: EDU #1935

September 25, 2019

401k Plan Options: EDU #1935

Did you know that your company may not allow some of the 401k plan options that Congress does allow? Jim and Chris take a deeper look at some of the more common examples of these options. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E35.mp3 Podcast: Play in new window | Download (Duration: 1:02:37 — 28.7MB) Subscribe:...

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Legacy Act, Grace Year, SEP, Dividends as Secure Income: Q&A #1936

September 21, 2019

Legacy Act, Grace Year, SEP, Dividends as Secure Income: Q&A #1936

Jim and Chris discuss the Legacy Act then address questions about Social Security, using a SEP for backdoor Roth contributions, and using dividends as a secure income stream. 6:01 Jim and Chris discuss the ‘Legacy Act’ for IRAs that is might be enacted soon. 18:44 An email question from a Connecticut listener about Social Security benefits rules. 29:38 An Alabama listener wonders if...

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Financial Adviser Fees, Part 2: EDU #1934

September 18, 2019

Financial Adviser Fees, Part 2: EDU #1934

Jim and Chris continue their discussion on Financial Adviser fee structures; this week they focus on Investment Adviser fees. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E34.mp3 Podcast: Play in new window | Download (Duration: 1:32:42 — 42.4MB) Subscribe:...

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Claiming Spousal Benefits, Deferred Income Plan, Early Retirement Strategies: Q&A #1935

September 14, 2019

Claiming Spousal Benefits, Deferred Income Plan, Early Retirement Strategies: Q&A #1935

This week Jim and Chris answer questions about claiming spousal benefits, deferred income plan, and planning for early retirement. 9:06 A listener wants to know if his wife can claim Social Security Spousal Benefits prior to him claiming his benefits. 17:26 A live caller from Texas has some questions about his employer’s Non-qualified Deferred Income Plan. 45:01 An Indiana listener hopes...

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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.