Insurance Companies and Annuities: EDU #2425

June 19, 2024

Insurance Companies and Annuities: EDU #2425

Jim and Chris sit down to continue their annuity discussion focusing on the insurance companies that sell annuities. Click here for article #1. Click here for article #2 (requires subscription).  https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E25.mp3 Podcast: Play in new window | Download (Duration: 1:14:08 — 33.9MB)...

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Social Security, 529 Conversions, FIAs, and RMDs: Q&A #2424

June 15, 2024

Social Security, 529 Conversions, FIAs, and RMDs: Q&A #2424

Jim and Chris sit down to discuss listener questions relating to Social Security, 529 Roth conversions, and fixed index annuities (FIAs). (4:45) A listener wonders if his children’s Social Security benefits will be reduced by him working longer. (15:45) A listener looks for clarification on calculating spousal Social Security benefits and what happens when you delay claiming. (29:30)...

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Income Benefits Of Non-Annuitized Annuities: EDU #2424

June 12, 2024

Income Benefits Of Non-Annuitized Annuities: EDU #2424

Jim and Chris continue their discussion from last weeks QA show regarding the income benefits of a non annuitized annuity. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E24.mp3 Podcast: Play in new window | Download (41.0MB) Subscribe:...

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Rollover Issues and Income Annuities: Q&A #2423

June 8, 2024

Rollover Issues and Income Annuities: Q&A #2423

Jim and Chris take a deep dive on a listener question relating to a problem with a rollover and provide their thoughts on purchasing a Deferred Income Annuity (DIA). https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y24E23.mp3 Podcast: Play in new window | Download (49.9MB) Subscribe:...

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Kicking Off Annuity Awareness Month: EDU #2423

June 5, 2024

Kicking Off Annuity Awareness Month: EDU #2423

Jim and Chris kick off annuity awareness month in 2024 by chatting about annuities, where they fit into retirement and retirement planning. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E23.mp3 Podcast: Play in new window | Download (45.2MB) 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.