Tax Impacts Of Investing In Real Estate: EDU #2130

July 28, 2021

Tax Impacts Of Investing In Real Estate: EDU #2130

Chris and Bob sit down to discuss the three phases of investing in real estate and the potential tax impacts of owning real estate as an investment. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E30.mp3 Podcast: Play in new window | Download (Duration: 1:01:21 — 28.1MB) Subscribe:...

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Social Security, Reserve Funds, ACA Credits, and Inheritance: Q&A #2130

July 24, 2021

Social Security, Reserve Funds, ACA Credits, and Inheritance: Q&A #2130

Jim and Chris sit down to discuss listeners questions relating to Social Security, reserve funds, ACA tax credits, and leaving an IRA as inheritance. (3:15) Georgette from New York looks for advice on when to claim her own Social Security benefit and when to file for a spousal benefit. (21:00) Georgette from New York asks a second question about how much money to keep in liquid funds in case the...

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Owning Real Estate In An IRA: EDU #2129

July 21, 2021

Owning Real Estate In An IRA: EDU #2129

Jim and Chris sit down to discuss a listeners email and readdress the concept of owning real estate in an IRA. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E29.mp3 Podcast: Play in new window | Download (Duration: 1:04:30 — 29.5MB) Subscribe:...

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Social Security, Inheritance, and MDF Coverage: Q&A #2129

July 17, 2021

Social Security, Inheritance, and MDF Coverage: Q&A #2129

Jim and Chris sit down to discuss listeners questions relating to Social Security, leaving a guaranteed inheritance, and minimum dignity floor (MDF) coverage. (11:00) A Floridian listener looks for clarification on currently collecting Social Security disability benefits and delaying his normal benefit to age 70. (17:45) A listener from Illinois asks about the possibility of his wife’s...

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Inflation Adjusted Securities: EDU #2128

July 14, 2021

Inflation Adjusted Securities: EDU #2128

Chris sits down with in-house investment expert, Scott Roark to discuss inflation expectations as well as inflation adjusted securities such as I bonds and TIPS. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E28.mp3 Podcast: Play in new window | Download (Duration: 47:53 — 21.9MB) 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.