Retirement Benefits, Social Security, Annuities, and QLACs: Q&A #2115

April 10, 2021

Retirement Benefits, Social Security, Annuities, and QLACs: Q&A #2115

Jim and Chris sit down to discuss listeners questions relating to retirement benefit plans, Social Security, annuities, and QLACs. (3:30) An Indiana listener looks for advice on when to collect his Railroad Retirement Benefits (RRB). (17:30) A Californian asks for clarification about how receiving two years of wages after retirement will effect her age 70 Social Security benefit. (37:00) George...

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The Issue With Trusts As Beneficiaries on IRAs: EDU #2114

April 7, 2021

The Issue With Trusts As Beneficiaries on IRAs: EDU #2114

Jim and Chris sit down to discuss a listeners email surrounding the topic of potential issues with having a trust setup as beneficiary to an IRA. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E14.mp3 Podcast: Play in new window | Download (Duration: 1:13:41 — 33.7MB) Subscribe:...

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Social Security, Tax Credits, Step-Up in Basis, VATs, Rollover IRAs, and LTC: Q&A #2114

April 3, 2021

Social Security, Tax Credits, Step-Up in Basis, VATs, Rollover IRAs, and LTC: Q&A #2114

Jim and Chris sit down to discuss listener questions and comments on Social Security, Tax Credits, Step-Up in Basis, VATs, Rollover IRAs, and LTC. (7:00) A listener from North Carolina would like to know how the family’s maximum Social Security benefit affects a child’s Social Security benefit. (25:10) A CPA from Alabama commented on future tax credit proposals. (30:50) A Californian...

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

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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.