Charitable Remainder Trust (CRT) Questions: Q&A #2109

February 27, 2021

Charitable Remainder Trust (CRT) Questions: Q&A #2109

Jim, Chris, and Peter Scott pick up from EDU Show #2108 to continue the discussion and answer listeners questions relating to charitable remainder trusts (CRTs). (4:00) A listener asks a question about when CRTs are appropriate and who they’re appropriate for. (13:45) A couple with a disabled son looks for clarification on the details of how much CRTs can pay out to beneficiaries. (28:00)...

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Charitable Remainder Trusts (CRTs): EDU #2108

February 24, 2021

Charitable Remainder Trusts (CRTs): EDU #2108

Jim and Chris welcome estate planning attorney, Peter Scott back to the show to discuss charitable remainder trusts (CRTs) and how they can be used as a substitute for the previously eliminated “stretch IRA”. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E08.mp3 Podcast: Play in new window | Download (Duration:...

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Social Security, Spousal Benefits, and COVID Distribution Rules: Q&A #2108

February 20, 2021

Social Security, Spousal Benefits, and COVID Distribution Rules: Q&A #2108

Jim and Chris sit down to discuss listeners’ questions relating to Social Security, spousal benefits, and Coronavirus related distribution rules. (8:15) Georgette from Portland, Oregon asks a question relating to Social Security and withholding taxes. (11:35) George looks for clarification on Social Security and restricted spousal benefits. (20:25) A Virginian listener asks a question on...

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Indexed Annuities Part Two: EDU #2107

February 17, 2021

Indexed Annuities Part Two: EDU #2107

Jim and Chris sit down and continue to discuss the details behind indexed annuities and how they can be used in retirement planning (if applicable). https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E07.mp3 Podcast: Play in new window | Download (Duration: 1:18:37 — 36.0MB) Subscribe: Apple Podcasts |...

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Spousal Benefits, Fixed Annuities, and Coronavirus Distributions: Q&A #2107

February 13, 2021

Spousal Benefits, Fixed Annuities, and Coronavirus Distributions: Q&A #2107

Jim and Chris sit down to discuss questions relating to Social Security spousal benefits, books for retirement planning, fixed annuities, and Coronavirus related distributions. (3:45) A Coloradoan asks about Social Security spousal benefits and the timing relating to his wife claiming spousal benefits. (16:00) A listener asks a question with regard to the previous EDU #2106 show on fixed...

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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.