Build Back Better Act Potential Tax Changes Continued: EDU #2139

September 29, 2021

Build Back Better Act Potential Tax Changes Continued: EDU #2139

Jim and Chris continue their discussion on potential changes in the tax code resulting from the proposed Build Back Better Act. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E39.mp3 Podcast: Play in new window | Download (Duration: 54:19 — 24.9MB) Subscribe:...

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Auxiliary Benefits, Simple Retirement Plans, QPRTs, and General Insurance Structures: Q&A #2139

September 25, 2021

Auxiliary Benefits, Simple Retirement Plans, QPRTs, and General Insurance Structures: Q&A #2139

Jim and Chris sit down to discuss listeners questions relating to Auxiliary Benefits, Simple Retirement Plans, QPRTs, and General Insurance Structures. (7:30) A listener has questions about Child in Care Benefits. (17:00) Jim and Chris address comment about “old advisors”. (29:30) Georgette from Texas is wondering about gifting her children portions of her home to avoid Estate Tax....

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Build Back Better Act Tax Planning Threats and Opportunities: EDU #2138

September 22, 2021

Build Back Better Act Tax Planning Threats and Opportunities: EDU #2138

Jim and Chris sit down to discuss a couple tax planning threats and opportunities for the newly proposed, Build Back Better Act. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E38.mp3 Podcast: Play in new window | Download (Duration: 1:17:02 — 35.3MB) Subscribe:...

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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/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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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.