Social Security, IRAs, and Backdoor Roth Contributions: Q&A #2122

May 29, 2021

Social Security, IRAs, and Backdoor Roth Contributions: Q&A #2122

Jim and Chris sit down to answer listeners questions relating to Social Security, IRAs, backdoor Roth’s, and overcontributions to Roth IRAs. (3:25) A listener looks for clarification on collecting spousal Social Security benefits. (8:15) George from California asks about Social Security survivor benefits. (18:30) A listener has a question about the possible taxation of non-deductible...

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Whether To Work and Where To Live In Retirement: EDU #2121

May 26, 2021

Whether To Work and Where To Live In Retirement: EDU #2121

Jim and Chris welcome special guest, Kevin Lyles, from the Rock Retirement Club to discuss whether to work and where to live in retirement. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E21.mp3 Podcast: Play in new window | Download (Duration: 56:53 — 26.0MB) Subscribe:...

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Tax Specific Questions: Q&A #2121

May 22, 2021

Tax Specific Questions: Q&A #2121

Chris sits down with resident CPA, Bob Palechek to discuss listeners questions pertaining specifically towards taxes. (3:10) A Pennsylvania listener looks to have his question answered regarding donating money from an IRA after RMD age. (21:00) George from Texas asks about the treatment of profit/loss from cryptocurrencies. (28:30) George looks for clarification on the amount of earned income he...

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Financial Planning and Taxes: EDU #2120

May 19, 2021

Financial Planning and Taxes: EDU #2120

Jim and Chris sit down with inhouse CPA, Bob Palechek to discuss some listener emails pertaining to taxes and financial planning related questions. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E20.mp3 Podcast: Play in new window | Download (Duration: 1:12:52 — 33.4MB) Subscribe:...

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Social Security, Cash Balance Plans, Pensions, and The Pro-Rata Rule: Q&A #2120

May 15, 2021

Social Security, Cash Balance Plans, Pensions, and The Pro-Rata Rule: Q&A #2120

Jim and Chris sit down to discuss listener’s questions relating to Social Security, cash balance plans, pensions, and the pro-rata rule. (3:00) Jim and Chris begin by deep diving into the calculation behind the idea of investing your age 62 Social Security benefits instead of waiting till age 70 to claim and follow-up by answering George from Texas’s question about maximizing his...

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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.