Social Security, Roth IRA Characterizations, and 403(b)’s: Q&A #2317

April 29, 2023

Social Security, Roth IRA Characterizations, and 403(b)’s: Q&A #2317

Jim and Chris sit down to discuss listener questions relating to Social Security, Roth IRA recharacterizations, and 403(b)’s. (6:45) A Massachusetts listener wonders what her Social Security survivorship benefit would be if her husband were to claim benefits early at age 62. (16:00) A Connecticut listener asks for clarification on the timing of claiming your Social Security benefit and...

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Diving Deep On Social Security: EDU #2317

April 26, 2023

Diving Deep On Social Security: EDU #2317

Chris sits down solo while Jim is away traveling to dive deep into a couple of Social Security questions from listeners. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E17.mp3 Podcast: Play in new window | Download (Duration: 56:45 — 26.0MB) Subscribe:...

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Social Security, Trusts, IRA Contributions and Deferred Compensation Plans: Q&A #2316

April 22, 2023

Social Security, Trusts, IRA Contributions and Deferred Compensation Plans: Q&A #2316

Jim and Chris sit down to discuss listener questions relating to Social Security, trusts, IRA contributions, and deferred compensation plans. (4:30) A Californian listener asks about his sisters age 70 full Social Security benefit amount given her unique situation. (11:30) This was a continuation on a question addressed last year regarding funding a bypass trust at death. (37:00) A listener...

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Basement Remodeling Metaphor: EDU #2316

April 19, 2023

Basement Remodeling Metaphor: EDU #2316

Jim and Chris sit down to discuss how Jim’s recent basement remodel sparked comparisons to his retirement planning philosophy. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E16.mp3 Podcast: Play in new window | Download (Duration: 1:28:55 — 40.7MB) Subscribe:...

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Social Security, WEP, and Trusts: Q&A #2315

April 15, 2023

Social Security, WEP, and Trusts: Q&A #2315

Jim and Chris sit down to answer listener questions regarding Social Security, WEP, and irrevocable life insurance trusts (ILITs). (9:00) George from Nebraska looks for clarification on how Government Pension Offsets (GPO) and Windfall Elimination Provision (WEP) affect his Social Security benefit. (30:15) Georgette asks if she’d be able to claim a Social Security survivor benefit off her...

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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.