Tax Strategy Considerations: EDU #2126

June 30, 2021

Tax Strategy Considerations: EDU #2126

Chris and Bob sit down to discuss a listeners email illustrating the need for considering all possible variables when planning your tax strategy. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E26.mp3 Podcast: Play in new window | Download (Duration: 53:45 — 24.6MB) Subscribe:...

Listen Now

Taxes, IRAs, Gifting, and IRMAA: Q&A #2126

June 26, 2021

Taxes, IRAs, Gifting, and IRMAA: Q&A #2126

Chris sits down with inhouse CPA and tax expert, Bob Palechek to discuss listeners questions relating to taxes, IRAs, gifting, and IRMAA. (3:30) A listener from Indiana looks for advice on the most tax efficient way to rollover her IRAs and take RMDs on an inherited IRA. (20:00) A Texan looks for clarification on gifting and the allowable limits surrounding gifting. (27:30) George from Nebraska...

Listen Now

Provisions of the Securing a Strong Retirement Act: EDU #2125

June 23, 2021

Provisions of the Securing a Strong Retirement Act: EDU #2125

Jim and Chris sit down to discuss a couple potential provisions of the Securing a Strong Retirement Act of 2021. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E25.mp3 Podcast: Play in new window | Download (Duration: 1:10:32 — 32.3MB) Subscribe:...

Listen Now

Social Security, Gifting, Pensions, and Taxable Account Diversification: Q&A #2125

June 19, 2021

Social Security, Gifting, Pensions, and Taxable Account Diversification: Q&A #2125

Jim and Chris sit down to discuss listeners questions relating to Social Security, gifting of assets, pensions, and taxable account diversification. (5:00) George from Los Angeles asks if contributing to a deferred compensation program lowers his Social Security earnings history. (11:00) George from Connecticut looks for clarification regarding his sons Social Security disability benefits and...

Listen Now

Gifting While Alive: EDU #2124

June 16, 2021

Gifting While Alive: EDU #2124

Jim and Chris sit down to chat about a listeners email regarding the rarely discussed topic of gifting while being alive. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E24.mp3 Podcast: Play in new window | Download (Duration: 1:14:28 — 34.1MB) 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.