Beneficiary Designations: EDU #2041

October 14, 2020

Beneficiary Designations: EDU #2041

Jim and Chris sit down to discuss the topic of beneficiary designations and their important role within the financial planning industry. Most importantly, they talk about 401k plans and how blended families can be affected depending on how their beneficiary designations have been set up....

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Miscellaneous Social Security Questions: Q&A #2041

October 10, 2020

Miscellaneous Social Security Questions: Q&A #2041

Chris tries to get caught up while Jim is out of the office and answers miscellaneous Social Security questions. (3:00) A listener has a question about whether or not a 401A plan is the same as a DCP plan. (12:05) A listener from Alabama has a couple of questions regarding his father-in-law’s Social Security benefit. (18:00) A Californian couple asks a question about their disabled...

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Trusts and Choosing a Trustee: EDU #2040

October 7, 2020

Trusts and Choosing a Trustee: EDU #2040

Chris discusses trusts and choosing a trustee with attorney and CPA, David Greene, from First Covenant Trust and Advisors. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E40.mp3 Podcast: Play in new window | Download (Duration: 1:06:13 — 29.5MB) Subscribe:...

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Social Security, Mega Backdoor Roth Strategies, and QLACs: Q&A #2040

October 3, 2020

Social Security, Mega Backdoor Roth Strategies, and QLACs: Q&A #2040

Jim and Chris answer questions covering Social Security, Mega Backdoor Roth conversion strategies, and Qualified Longevity Annuity Contracts. (6:00) A Pennsylvanian asks about various claiming strategies of Social Security survivor benefits. (13:45) Georgette from California asks a question about which date she should file for Social Security benefits. (29:35) George from Illinois asks about...

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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.