Tax-Related Answers about IRMAA & Roth Conversions: EDU #2023

June 10, 2020

Tax-Related Answers about IRMAA & Roth Conversions: EDU #2023

Bob joins Chris today in this tax-related EDU show: they answer some tax questions about IRMAA and a Roth conversion. (2:00) IRMAA and submitting a life-changing event form (24:45) The timing of MAGI limits in IRMAA (38:33) What happens if you under-pay taxes this year due to a Roth conversion in early 2020?...

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A Social Security Question and 5 CARES Act Questions: Q&A #2023

June 6, 2020

A Social Security Question and 5 CARES Act Questions: Q&A #2023

Jim and Chris answer a Social Security question and 5 CARES Act/COVID related questions. (11:00) A listener would like to know where he can obtain his estimated retirement benefit information from the Social Security Administration if the website is no longer providing him this information. (19:00) A listener from Kentucky has some questions about CARES Act IRA withdrawal and repayment...

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Jim & Chris’s Retirement Planning Approach and Process Part 6: EDU #2022

June 3, 2020

Jim & Chris’s Retirement Planning Approach and Process Part 6: EDU #2022

As an addition to their 5-Part series on their retirement planning approach and process, Jim and Chris discuss some listeners’ questions about how taxes fit into their philosophy and approach. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E22.mp3 Podcast: Play in new window | Download (Duration: 48:13 — 22.1MB)...

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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.