Roth Conversions and “210 Considerations”: EDU #2045

November 11, 2020

Roth Conversions and “210 Considerations”: EDU #2045

Chris sits down with our in house CPA, Bob Palechek, for a tax-focused podcast on Roth conversions and what Jim calls, “210 considerations”. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E45.mp3 Podcast: Play in new window | Download (Duration: 51:09 — 23.4MB) Subscribe:...

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Spousal Benefits, Social Security, Indexed Universal Life policies, and Backdoor Roth IRAs: Q&A #2045

November 7, 2020

Spousal Benefits, Social Security, Indexed Universal Life policies, and Backdoor Roth IRAs: Q&A #2045

Jim and Chris answer listener questions about spousal benefits, tax withholdings on Social Security benefits, Indexed Universal Life policies, and Backdoor Roth contributions. (6:15) An Arizonian wants to know more information on claiming spousal Social Security benefits at their Full Retirement Age (FRA). (14:30) George asks a question about withholding Federal taxes on Social Security...

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Year of Death RMDs and Inherited IRAs: EDU #2044

November 4, 2020

Year of Death RMDs and Inherited IRAs: EDU #2044

Jim and Chris discuss the ten things you need to know about “year of death” required minimum distributions and inherited IRAs. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E44.mp3 Podcast: Play in new window | Download (Duration: 1:04:00 — 28.3MB) Subscribe:...

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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.