Your Tax Questions Answered: EDU #2113

March 31, 2021

Your Tax Questions Answered: EDU #2113

Chris sits down with special guest and CPA, Bob Palechek to discuss a couple general tax questions from listeners. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E13.mp3 Podcast: Play in new window | Download (Duration: 52:00 — 23.8MB) Subscribe:...

Listen Now

Social Security, Roth Conversions, and LTC: Q&A #2113

March 27, 2021

Social Security, Roth Conversions, and LTC: Q&A #2113

Jim and Chris sit down to discuss listeners’ questions pertaining to Social Security, Roth conversions, and long term care (LTC) insurance. (6:00) A New Yorker asks a question about the theoretical maximum payout value for Social Security and what its based on. (18:15) A Portland listener asks about the difference between Social Security survivor benefits and divorced survivor Social...

Listen Now

Biden Administration’s Tax Proposal Discussion: EDU #2112

March 24, 2021

Biden Administration’s Tax Proposal Discussion: EDU #2112

Jim and Chris sit down to discuss and provide details about the twelve potential tax changes within the Biden administrations tax proposal. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E12.mp3 Podcast: Play in new window | Download (Duration: 1:15:26 — 34.5MB) Subscribe:...

Listen Now

Social Security, Delayed Retirement Credits, IRD, CRDs, and Commission-Free Annuities: Q&A #2112

March 20, 2021

Social Security, Delayed Retirement Credits, IRD, CRDs, and Commission-Free Annuities: Q&A #2112

Jim and Chris answer listener questions about Social Security, Delayed Retirement Credits, IRD, CRDs, and Commission-Free Annuities. (4:45) A Nevadan wants to know if severance payments affect their Social Security earnings record. (13:38) A listener asks two questions about Social Security survivor benefits and delayed retirement credits. (24:57) George from California wanted clarification on a...

Listen Now

Successor Beneficiaries For IRAs: EDU #2111

March 17, 2021

Successor Beneficiaries For IRAs: EDU #2111

Jim and Chris sit down to discuss successor beneficiaries for IRAs and the complex details surrounding them. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E11.mp3 Podcast: Play in new window | Download (Duration: 53:46 — 24.6MB) Subscribe:...

Listen Now

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.