Tax Court Cases and Private Letter Rulings: EDU #2145

November 10, 2021

Tax Court Cases and Private Letter Rulings: EDU #2145

Jim and Chris sit down to discuss a couple tax court cases and private letter rulings from Jim’s most recent Ed Slott group training. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E45.mp3 Podcast: Play in new window | Download (Duration: 1:04:28 — 29.5MB) Subscribe:...

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Mega Backdoor Roth Conversions, Social Security, Solo 401(k)’s, and Qualified Retirement Plans: Q&A #2145

November 6, 2021

Mega Backdoor Roth Conversions, Social Security, Solo 401(k)’s, and Qualified Retirement Plans: Q&A #2145

Jim and Chris discuss listeners questions relating to average wage index, Social Security, mega backdoor Roth conversions, solo 401(k) contribution limits, and qualified retirement plans. (20:00) A listener asks about the average wage index (AWI) for workers born in 1960 and the effects of COVID in 2020. (23:00) A listener points out some social security Medicare expense increases as well as...

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Updates To Proposed Tax Changes In BBB Act and Misc. Tax Discussion: EDU #2144

November 3, 2021

Updates To Proposed Tax Changes In BBB Act and Misc. Tax Discussion: EDU #2144

Chris and in house CPA, Bob Palechek sit down to discuss updates to the potential tax changes within the proposed Build Back Better Act as well as a listeners in-depth tax question. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E44.mp3 Podcast: Play in new window | Download (Duration: 1:05:21 — 29.9MB) 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.