Social Security, Tax Deductions, and 401(k) Advice: Q&A #2035

August 29, 2020

Social Security, Tax Deductions, and 401(k) Advice: Q&A #2035

Jim and Chris discuss listeners’ questions relating to Social Security, standard tax deductions as a result of the CARES Act, and 401(k) advice for a younger investor. (5:45) A listener from New Jersey wonders what happens to employer Social Security contributions when the employee has maxed out their Social Security with a different employer. (17:45) George from Kentucky asks about...

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The SECURE Act and Tax-Deferred Accounts: EDU #2034

August 26, 2020

The SECURE Act and Tax-Deferred Accounts: EDU #2034

Jim and Chris discuss a listener’s email regarding concerns about how to distribute tax-deferred assets to beneficiaries and the impact of the SECURE Act. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E34.mp3 Podcast: Play in new window | Download (Duration: 1:16:49 — 34.1MB) Subscribe:...

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Social Security, WEP, 401(k) Rollovers, and Roth Conversions: Q&A #2034

August 22, 2020

Social Security, WEP, 401(k) Rollovers, and Roth Conversions: Q&A #2034

Jim and Chris discuss listeners’ questions regarding Social Security, WEP (Windfall Elimination Provision), 401k rollovers, and Roth Conversions. (Intro) Jim and Chris begin by discussing financial advice given by a popular radio broadcaster. Both Jim and Chris felt as though the advice provided by this popular broadcaster fell short in its accuracy and was too generalized in its approach...

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The History of Social Security: EDU #2033

August 19, 2020

The History of Social Security: EDU #2033

Jim and Chris (mostly Chris) discuss the history of the Social Security Act that was passed on Agust 14th, 1935, and the changes that have occurred throughout the past 85 years of the program’s existence. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E33.mp3 Podcast: Play in new window | Download (Duration: 1:09:17 —...

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The SECURE Act, Social Security, The CARES Act, and More: Q&A #2033

August 15, 2020

The SECURE Act, Social Security, The CARES Act, and More: Q&A #2033

Jim and Chris answer listeners’ questions about Social Security, The SECURE Act, The CARES Act, pension payout options, the fluidity of the Minimum Dignity Floor, and what to consider when choosing the right survivor benefits from a pension. (9:15) A listener from Massachusetts wants to know about divorced spouse Social Security claiming options. (18:41) George from Georgia seeks...

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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.