Social Security Survivor Benefits, Roth Conversions, Taxes, Rollovers, and Inherited 401(k)’s: Q&A #2310

March 11, 2023

Social Security Survivor Benefits, Roth Conversions, Taxes, Rollovers, and Inherited 401(k)’s: Q&A #2310

Jim and Chris sit discuss questions relating to Social Security survivor benefits, Roth conversions, taxes, rollovers, and inherited 401(k)’s. (10:15) A listener asks about Social Security survivor benefits and the ability to turn survivor benefits back on after giving them up previously. (17:15) A listener from New York asks if claiming a spousal benefit before full retirement age reduces...

Listen Now

Retirement and IRA Questions From Ed Slott: EDU #2310

March 8, 2023

Retirement and IRA Questions From Ed Slott: EDU #2310

Jim and Chris sit down to discuss a couple of questions relating to retirement and IRAs supplied by the Ed Slott group. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E10.mp3 Podcast: Play in new window | Download (Duration: 1:13:47 — 33.8MB) Subscribe:...

Listen Now

Social Security, Spousal Benefits, Aging Reserve, and Fun Expenses: Q&A #2309

March 4, 2023

Social Security, Spousal Benefits, Aging Reserve, and Fun Expenses: Q&A #2309

Jim and Chris sit down to discuss questions relating to Social Security, spousal benefits, aging reserve, and fun expenses. (9:15) A Californian listener asks about his Social Security claiming strategy for spousal and survivor benefits. (20:45) A listener in Georgia looks for clarification on spousal Social Security benefits following a divorce. (35:00) Georgette from South Carolina wonders how...

Listen Now

Inflationary Effects on Social Security: EDU #2309

March 1, 2023

Inflationary Effects on Social Security: EDU #2309

Chris sits down to discuss the effects that the recent spike in inflation had on Social Security benefits. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E09.mp3 Podcast: Play in new window | Download (Duration: 52:26 — 24.0MB) Subscribe:...

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.