Social Security, Pensions, and Backdoor Roth Contributions: Q&A #2111

March 13, 2021

Social Security, Pensions, and Backdoor Roth Contributions: Q&A #2111

Jim and Chris sit down to discuss a couple listeners questions relating to Social Security, pensions, and backdoor Roth contributions. (10:30) A listener from Maryland asks about the timing behind getting full Social Security benefits and retroactive payments. (18:00) George from New York asks two questions. The first question relates to Social Security benefits. (30:00) George’s second...

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The Operation of Annuities: EDU #2110

March 10, 2021

The Operation of Annuities: EDU #2110

Jim and Chris sit down to discuss the operation of annuities and the tax consequences related to them when the annuity owner passes away. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E10.mp3 Podcast: Play in new window | Download (Duration: 1:01:08 — 28.0MB) Subscribe:...

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Social Security, Roth Conversions, Annuities, and IRA Creditor Protection: Q&A #2110

March 6, 2021

Social Security, Roth Conversions, Annuities, and IRA Creditor Protection: Q&A #2110

Jim and Chris sit down to discuss listener questions about Social Security, Roth conversions, annuities, and IRA creditor protection. (5:00) A listener brings up a question from a previous show and asks if he should contact Social Security to end his currently claimed spousal benefit. (14:00) A Georgian listener inquires about his wife’s approximate spousal benefits revolving around WEP...

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Annuity Features and MDF Coverage: EDU #2109

March 3, 2021

Annuity Features and MDF Coverage: EDU #2109

Jim and Chris sit down to continue their discussion on annuities while going through a hypothetical purchase of an annuity to cover minimum dignity floor (MDF) income. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E09.mp3 Podcast: Play in new window | Download (Duration: 1:18:34 — 36.0MB) Subscribe:...

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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.