Addressing Tax-Focused Questions: EDU #2152

December 29, 2021

Addressing Tax-Focused Questions: EDU #2152

Jim, Chris, and Bob sit down to discuss and answer multiple tax-focused questions in the final EDU show of the year. (6:30) George from Texas asks about the potential taxation resulting from trading cryptocurrencies. (13:00) George from New York looks for clarification on Roth conversions, IMRAA, and tax filing status. (25:30) A Virginian listener looks for advice on potentially increasing...

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Social Security, I-Bonds, Roth Conversions, Pension Benefits, and Advice For New Financial Planners: Q&A #2152

December 25, 2021

Social Security, I-Bonds, Roth Conversions, Pension Benefits, and Advice For New Financial Planners: Q&A #2152

Jim and Chris sit down to discuss Social Security, I-Bonds, Roth conversions, pension benefits, and advice for new financial planners. (16:00) A New Jersey listener looks for advice on collecting, suspending, and restarting his spouses Social Security benefit. (30:00) Jim and Chris respond to listener feedback from last weeks EDU show regarding I-Bonds. (35:45) Jim and Chris address a listener...

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SPIAs, CRATs, CRUTs, and IRAs: EDU #2151

December 22, 2021

SPIAs, CRATs, CRUTs, and IRAs: EDU #2151

Jim and Chris sit down to discuss a listener prompted topic regarding secure income via SPIAs, CRATs, CRUTs, and automatic IRA distributions. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E51.mp3 Podcast: Play in new window | Download (Duration: 1:04:59 — 29.8MB) Subscribe:...

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Social Security, I-Bonds, 401(k) Plans, and Roth Conversions: Q&A #2151

December 18, 2021

Social Security, I-Bonds, 401(k) Plans, and Roth Conversions: Q&A #2151

Jim and Chris sit down to discuss listener questions relating to Social Security, I-Bonds, 401(k) plans, and Roth conversions. (3:30) A Massachusetts listener looks for answers on a survivorship scenario involving his spouses pension and his Social Security benefit. (7:00) A listener from Idaho asks for advice on the optimal Social Security claiming strategy for him and his wife. (16:15) George...

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Funding The Minimum Dignity Floor: EDU #2150

December 15, 2021

Funding The Minimum Dignity Floor: EDU #2150

Jim and Chris sit down to discuss some input for a listener proposing a way to fund the minimum dignity floor (MDF). https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E50.mp3 Podcast: Play in new window | Download (Duration: 1:11:40 — 32.8MB) 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.