Variable Annuities In Retirement Portfolios: EDU #2213

March 30, 2022

Variable Annuities In Retirement Portfolios: EDU #2213

Jim and Chris dissect a listener’s question on how to treat a variable annuity in his retirement portfolio when funding an income shortfall. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E13.mp3 Podcast: Play in new window | Download (Duration: 1:24:50 — 38.8MB) Subscribe:...

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Social Security, Home Equity, Roth Conversions, QLACs, SPIAs, RMDs, 5-Year Rule, TOD Accounts, and Retirement Estimators: Q&A #2213

March 26, 2022

Social Security, Home Equity, Roth Conversions, QLACs, SPIAs, RMDs, 5-Year Rule, TOD Accounts, and Retirement Estimators: Q&A #2213

Jim and Chris sit down to discuss listener questions regarding Social Security, home equity, Roth conversions, QLACs, SPIAs, RMDs, 5-Year Rule, TOD accounts, and retirement estimators. (3:45) George asks if his Primary Insurance Amount (PIA) will increase with inflation while he delays his Social Security benefit to age 70. (15:30) A listener wants to know how we utilize home equity in our...

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Why We Manage Assets Our Way Q&A Part 2: EDU #2212

March 23, 2022

Why We Manage Assets Our Way Q&A Part 2: EDU #2212

Jim and Chris sit down to continue answering listeners questions relating to the five part series on why we manage assets our way.   https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E12.mp3 Podcast: Play in new window | Download (Duration: 1:03:16 — 29.0MB) Subscribe:...

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Spousal Social Security, Roth Conversions, Rollovers, and Pensions: Q&A #2212

March 19, 2022

Spousal Social Security, Roth Conversions, Rollovers, and Pensions: Q&A #2212

Jim and Chris discuss listeners questions relating to spousal Social Security benefits, Roth conversions, rollovers, and pensions. (10:30) George from Michigan looks for clarification on the potential benefit of a spousal benefit for his wife. (24:00) George from Connecticut lays out his plan for multi-year Roth conversions and prioritizing the “0” in his 210 tax number. (45:00) An...

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Why We Manage Assets Our Way Q&A Part 1: EDU #2211

March 16, 2022

Why We Manage Assets Our Way Q&A Part 1: EDU #2211

Jim and Chris sit down to answer listeners questions relating to the five part series on why we manage assets our way. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E11.mp3 Podcast: Play in new window | Download (Duration: 1:11:16 — 32.6MB) 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.