Social Security, Annuities, LTC, Roth IRAs and 529 Plans: Q&A #2330

July 29, 2023

Social Security, Annuities, LTC, Roth IRAs and 529 Plans: Q&A #2330

Jim and Chris sit down to discuss listeners questions relating to Social Security, annuities, LTC, Roth IRA contributions and 529 plans. (5:15) A listener from New Jersey asks if there is an income limit for being allowed to claim child in care Social Security benefits. (14:00) A Colorado listener looks for clarification on his wives spousal Social Security benefit if he were to delay claiming...

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Common Financial Power Of Attorney Mistakes: EDU #2330

July 26, 2023

Common Financial Power Of Attorney Mistakes: EDU #2330

Jim and Chris sit down to discuss a couple of common mistakes attorneys see in financial powers of attorney (POA). https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E30.mp3 Podcast: Play in new window | Download (Duration: 1:08:25 — 31.3MB) Subscribe:...

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Social Security, Pensions, RMDs, Roth Conversions, and 529 Plans: Q&A #2329

July 22, 2023

Social Security, Pensions, RMDs, Roth Conversions, and 529 Plans: Q&A #2329

Jim and Chris discuss listeners questions relating to Social Security, pensions, RMDs, Roth conversions, IRMAA, and 529 plans. (12:15) George from Florida looks for clarification on the timing behind a client of his claiming a Social Security survivor benefit as well as her own benefit. (22:15) Jim and Chris talk about possible changes to pensions brought to light by a listener, when pension...

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Life Insurance Versus Roth IRAs: EDU #2329

July 19, 2023

Life Insurance Versus Roth IRAs: EDU #2329

Jim and Chris sit down to chat about an article discussing life insurance versus Roth IRAs as retirement planning tools. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E29.mp3 Podcast: Play in new window | Download (Duration: 1:05:09 — 29.8MB) Subscribe:...

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Social Security, HSAs, MYGAs, and Roth IRAs: Q&A #2328

July 15, 2023

Social Security, HSAs, MYGAs, and Roth IRAs: Q&A #2328

Jim and Chris sit down to discuss listeners questions relating to Social Security, HSAs, MYGAs, and Roth IRAs. (5:15) George from Kansas asks for thoughts on his Social Security claiming strategy in relation to making health savings account (HSA) contributions. (20:30) A Colorado listener asks if he should be considering utilizing lower rated insurance carriers for MYGAs when staying below the...

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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.