Everything Long-Term Care (LTC): Q&A #2218

April 30, 2022

Everything Long-Term Care (LTC): Q&A #2218

Chris and in-house long-term care expert, Greg Darden, CFP® discuss listener questions relating to everything long-term care (LTC). (6:15) A Californian listener wonders about the depth that LTC carriers go into when reading medical test results. (18:30) George from California asks about long-term care inflation rates and planning for long-term care expenses. (27:00) George from Pennsylvania...

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Clarification On Asset Positioning: EDU #2217

April 27, 2022

Clarification On Asset Positioning: EDU #2217

Jim and Chris sit down to discuss and clarify listeners questions relating to our asset management concept of positioning. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E17.mp3 Podcast: Play in new window | Download (Duration: 1:05:02 — 29.8MB) Subscribe:...

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Social Security WEP/GPO, Roth Conversions, and Annuities: Q&A #2217

April 23, 2022

Social Security WEP/GPO, Roth Conversions, and Annuities: Q&A #2217

Jim and Chris discuss questions relating to Social Security WEP/GPO, child-in-care, spousal benefits, Roth conversions, and annuities. (12:00) George from North Carolina looks for clarification on his wives Social Security benefit and the affects of WEP/GPO. (22:15) A listener asks about their possible benefits for Social Security spousal, child-in-care, and family maximum benefits given their...

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The 4% Rule: EDU #2216

April 20, 2022

The 4% Rule: EDU #2216

Jim and Chris discuss a Wall Street Journal article about the 4% safe withdrawal approach to retirement and why they don’t believe in it. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E16.mp3 Podcast: Play in new window | Download (Duration: 1:30:15 — 41.3MB) Subscribe:...

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Social Security, Fixed Index Annuities, Rollovers, and Inherited Annuities: Q&A #2216

April 16, 2022

Social Security, Fixed Index Annuities, Rollovers, and Inherited Annuities: Q&A #2216

Jim and Chris discuss listener questions relating to Social Security, fixed index annuities, Roth rollovers, and inherited annuities. (4:30) Georgette looks to follow-up on a question asked in Q&A #2215 regarding the forfeiture of SSA funds if an individual dies prior to claiming. (12:30) George from California looks for opinions and advice on fixed index annuities (FIAs). (45:30) A listener...

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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.