Wash Sale Rules, Roth Conversions, and RMDs: Q&A #2244

October 29, 2022

Wash Sale Rules, Roth Conversions, and RMDs: Q&A #2244

Chris and in-house CPA, Bob Palechek sit down to discuss listeners questions relating to wash sales, Roth conversions, and required minimum distributions (RMDs). (6:00) George from California wonders if he can sell funds at a loss in his brokerage account and immediately repurchase identical shares in a Roth IRA to avoid the wash sale rule. (14:00) George from Connecticut asks about...

Listen Now

Tax Court Case Resolution and Discussion: EDU #2243

October 26, 2022

Tax Court Case Resolution and Discussion: EDU #2243

Jim and Chris sit down to discuss a tax court case that has finally come to resolution regarding IRAs. The case memo is: 2020-69.     https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E43.mp3 Podcast: Play in new window | Download (Duration: 1:05:31 — 29.6MB) Subscribe:...

Listen Now

Social Security, FDIC/SPIC Insurance, Inherited IRAs, and Rollovers: Q&A #2243

October 22, 2022

Social Security, FDIC/SPIC Insurance, Inherited IRAs, and Rollovers: Q&A #2243

Jim and Chris sit down to discuss listeners questions relating to Social Security, FDIC/SPIC insurance, inherited IRAs, rollovers, and IRA distributions. (6:00) Georgette in Georgia wonders about the accuracy of her Social Security statement. (15:30) The same listener from above looks for advice on her and her husbands Social Security claiming strategy. (37:45) A Texan listener looks for...

Listen Now

IRS Notice on Required Minimum Distributions (RMDs): EDU #2242

October 19, 2022

IRS Notice on Required Minimum Distributions (RMDs): EDU #2242

Jim and Chris sit down to discuss an IRS notice 2022-53 entitled, Certain Required Minimum Distributions (RMDs) for 2021 and 2022. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E42.mp3 Podcast: Play in new window | Download (Duration: 1:04:51 — 29.4MB) Subscribe:...

Listen Now

Social Security, Spousal Benefits, PIAs, and Pensions: Q&A #2242

October 15, 2022

Social Security, Spousal Benefits, PIAs, and Pensions: Q&A #2242

Chris sits down on a solo episode to discuss listener questions relating to Social Security, spousal benefits, PIA, and pensions. (5:00) A listener comments on wage inflation for Social Security benefits. (15:30) A listener wonders when to get married and how to strategize spousal Social Security benefits. (20:25) A listener looks for advice and clarification on their Social Security benefit...

Listen Now

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.