Social Security, Inherited IRAs, TIPS, and Annuities: Q&A #2138

September 18, 2021

Social Security, Inherited IRAs, TIPS, and Annuities: Q&A #2138

WE HAD TO REUPLOAD THIS EPISODE. IF YOU’RE HAVING AUDIO ISSUES, PLEASE RE-DOWNLOAD THE EPISODE AND IT SHOULD BE FIXED! Thanks 🙂 Jim and Chris sit down to discuss questions relating to Social Security survivor benefits, inherited IRAs, TIPS, and annuities. (4:30) A Wisconsin listener looks for clarification on whether someone who is already claiming Social Security benefits can postpone...

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Spending Money In Retirement: EDU #2137

September 15, 2021

Spending Money In Retirement: EDU #2137

Jim and Chris follow a listeners suggestion and discuss a recent article relating to a retiree who is having trouble spending their money in retirement. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E37.mp3 Podcast: Play in new window | Download (Duration: 1:07:12 — 30.8MB) Subscribe:...

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Social Security, Retiree Portfolios, Property Decisions, and Minimum Dignity Floor Coverage: Q&A #2137

September 11, 2021

Social Security, Retiree Portfolios, Property Decisions, and Minimum Dignity Floor Coverage: Q&A #2137

Jim and Chris sit down to discuss listeners questions relating to Social Security, retiree investment portfolios, property decisions, and minimum dignity floor coverage. (2:15) A fellow Coloradoan looks for some clarification on Social Security and claiming a survivorship benefit. (12:30) George from Ohio asks how to build an investment portfolio for a new retiree. (23:00) A listener has a...

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Discussing The Financial Planning Magazine: EDU #2136

September 8, 2021

Discussing The Financial Planning Magazine: EDU #2136

Jim and Chris sit down to discuss some comments that were recently published in the Financial Planning magazine. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E36.mp3 Podcast: Play in new window | Download (Duration: 1:18:13 — 35.8MB) Subscribe:...

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Social Security, Inherited Roth IRAs, DIAs, Roth Conversions, and Durable Powers of Attorney: Q&A #2136

September 4, 2021

Social Security, Inherited Roth IRAs, DIAs, Roth Conversions, and Durable Powers of Attorney: Q&A #2136

Jim and Chris sit down to discuss listener questions about Social Security, inherited Roth IRAs, DIAs, Roth conversions, and durable powers of attorney. (4:30) George asks a question about Social Security claiming strategies for surviving spouses. (17:45) A Minnesotan wonders what the tax implications are when it comes to inherited Roth IRAs. (32:00) An Ohioan asks a question about purchasing a...

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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.