COLA and Other Changes To Social Security For 2022: Q&A #2142

October 16, 2021

COLA and Other Changes To Social Security For 2022: Q&A #2142

Chris sits down on a solo mission to discuss and answer questions about the recently announced, 2022 Social Security revisions.   https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y21E42.mp3 Podcast: Play in new window | Download (Duration: 42:41 — 19.5MB) Subscribe:...

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Naming Trusts As Beneficiaries Of IRAs: EDU #2141

October 13, 2021

Naming Trusts As Beneficiaries Of IRAs: EDU #2141

Jim and Chris sit down to discuss a listener prompted topic about naming trusts as beneficiaries of IRAs and applicable rule changes. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E41.mp3 Podcast: Play in new window | Download (Duration: 1:07:18 — 30.8MB) Subscribe:...

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Social Security, Roth Conversions, Pro-Rata Rules, and Lump-Sum Pensions: Q&A #2141

October 9, 2021

Social Security, Roth Conversions, Pro-Rata Rules, and Lump-Sum Pensions: Q&A #2141

Jim and Chris sit down to answer listeners questions relating to Social Security survivor benefits, Roth conversions, lump-sum pensions, and the pro-rata rule. (12:00) Georgette looks for clarification on the rules behind claiming an ex-spouses Social Security survivor benefit while delaying her own. (23:30 Preamble, 30:30 Question) A Californian listener asks for help on a accidental Roth...

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Special Guest, Dr. Wade Pfau: EDU #2140

October 6, 2021

Special Guest, Dr. Wade Pfau: EDU #2140

Jim and Chris sit down with special guest, professor, author, and overall financial planning guru, Dr. Wade Pfau. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E40.mp3 Podcast: Play in new window | Download (Duration: 1:02:41 — 28.7MB) Subscribe:...

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Social Security, Trusts, Creditor Protection, Roth Conversions, and Pensions: Q&A #2140

October 2, 2021

Social Security, Trusts, Creditor Protection, Roth Conversions, and Pensions: Q&A #2140

Jim and Chris discuss listeners questions relating to Social Security, trusts as IRA beneficiaries, Roth 401(k) creditor protection, Roth conversions, and pensions. (7:00) Georgette from New York looks for clarification on the taxation of retroactive Social Security benefits as discussed in a previous show. (15:15) George from California wonders about his Mom should claim her Social Security...

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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.