IRS Guidance On RMDs and The Secure Act Part 1: EDU #2221

May 25, 2022

IRS Guidance On RMDs and The Secure Act Part 1: EDU #2221

Jim and Chris sit down to discuss the IRS guidance/ideas surrounding RMDs (Required Minimum Distributions) and the SECURE Act. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E21.mp3 Podcast: Play in new window | Download (Duration: 1:04:52 — 29.7MB) Subscribe:...

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Social Security, Rollovers, Taxes, and FERS: Q&A #2221

May 21, 2022

Social Security, Rollovers, Taxes, and FERS: Q&A #2221

Jim and Chris sit down to discuss listener topics relating to Social Security, rollovers, taxes, and FERS. (9:40) A listener from North Dakota asks about what percentage of Social Security tax is being withheld from her paycheck. (12:30) George wonders if his brother, who didn’t initially pay into Social Security will be allowed to include additional years of work for Social Security...

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Ed Slott Group Conference Topics: EDU #2220

May 18, 2022

Ed Slott Group Conference Topics: EDU #2220

Jim and Chris sit down to discuss a couple of interesting topics that Jim learned about at the recent Ed Slott group conference. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E20.mp3 Podcast: Play in new window | Download (Duration: 1:09:19 — 31.7MB) Subscribe:...

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Tax Mitigation, RMDs, and Roth Conversions: Q&A #2220

May 14, 2022

Tax Mitigation, RMDs, and Roth Conversions: Q&A #2220

Chris and Bob sit down to discuss listeners questions relating to tax mitigation, RMDs, and Roth conversions. (5:00) Georgette is wondering what she and her husband can do now to lower their tax burden in retirement. (19:00) An Iowan is looking for a strategy to reduce their future Required Minimum Distributions (RMDs). (31:30) A listener asks a question about which accounts they should draw...

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Things Everyone Should Know About Social Security: EDU #2219

May 11, 2022

Things Everyone Should Know About Social Security: EDU #2219

Chris sits down on his lonesome to discuss the basics and things everyone should know about Social Security. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E19.mp3 Podcast: Play in new window | Download (Duration: 49:54 — 22.8MB) 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.