Roth Conversions, Inherited Stock, and Military Pensions: Q&A #2144

October 30, 2021

Roth Conversions, Inherited Stock, and Military Pensions: Q&A #2144

Chris sits down with in-house CPA, Bob Palechek, to discuss questions relating to Roth conversions, inherited stock shares, and taxation of military pensions. (4:00) A Kentucky listener looks for clarification on Roth conversions and the definition of net investment income. (27:45) A Pennsylvanian couple asks about estate planning and inheriting shares out of a brokerage account containing...

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Nuances With Beneficiaries Of Inherited IRAs: EDU #2143

October 27, 2021

Nuances With Beneficiaries Of Inherited IRAs: EDU #2143

Jim and Chris sit down to discuss a listener prompted topic relating to nuances with beneficiaries of inherited IRAs. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E43.mp3 Podcast: Play in new window | Download (Duration: 1:06:36 — 30.5MB) Subscribe:...

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Social Security, JWROS Accounts, TSPs, Inherited IRAs, and Backdoor Roth Contributions: Q&A #2143

October 23, 2021

Social Security, JWROS Accounts, TSPs, Inherited IRAs, and Backdoor Roth Contributions: Q&A #2143

Jim and Chris discuss questions relating to Social Security, JWROS accounts, TSPs, inherited IRAs, backdoor and converted Roth contributions. (9:45) A Wisconsin listener looks for clarification on Social Security Survivor benefits. (12:00) A listener from Arizona looks for advice on when to claim Social Security. (19:00) George from Indiana asks if there’s any advantage to delaying...

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Irrevocable Life Insurance Trusts After The Build Back Better Act: EDU #2142

October 20, 2021

Irrevocable Life Insurance Trusts After The Build Back Better Act: EDU #2142

Jim and Chris sit down to discuss irrevocable life insurance trusts (ILITs) after provisions of the Build Back Better Act. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E42.mp3 Podcast: Play in new window | Download (Duration: 57:57 — 26.5MB) Subscribe:...

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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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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.