Taking The 2024 Ed Slott Quiz: EDU #2408

February 21, 2024

Taking The 2024 Ed Slott Quiz: EDU #2408

Jim and Chris sit down to discuss and take a quiz given out by the Ed Slott program on an annual basis for 2024. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E08.mp3 Podcast: Play in new window | Download (Duration: 1:17:12 — 35.3MB) Subscribe:...

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Social Security, IRMAA, GPO, and Annuities: Q&A #2407

February 17, 2024

Social Security, IRMAA, GPO, and Annuities: Q&A #2407

Jim and Chris sit down to discuss listener questions relating to Social Security, IRMAA, GPO, annuities, and the minimum dignity floor. (7:45) A listener from Oklahoma asks about his mother ability to claim a Social Security survivor and child in care benefit. (16:45) George wonders when he’d be able to appeal a previous IRMAA surcharge. (26:45) A listener in Missouri looks for...

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Secure Act 2.0 and Section 204 Continued: EDU #2407

February 14, 2024

Secure Act 2.0 and Section 204 Continued: EDU #2407

Jim and Chris sit down to continue their detailed discussion on the Secure Act 2.0, specifically, section 204. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E07.mp3 Podcast: Play in new window | Download (Duration: 1:12:10 — 33.0MB) Subscribe:...

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Social Security, SSA-44, MDF, Inflation, and Rollovers: Q&A #2406

February 10, 2024

Social Security, SSA-44, MDF, Inflation, and Rollovers: Q&A #2406

Jim and Chris sit down to discuss listeners questions relating to Social Security, SSA-44, IRMAA, MDF, inflation, and rollovers. (6:45) Georgette asks if she can begin claiming a Social Security spousal benefit before claiming her own benefit down the road. (20:00) A listener in Virginia comments on a previous shows question regarding the sale of a property, and filing of SSA-44. (39:00) A...

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Different Approaches To Retirement Planning Continued: EDU #2406

February 7, 2024

Different Approaches To Retirement Planning Continued: EDU #2406

Jim and Chris sit down to continue their discussion from last week on a listeners do-it-yourself retirement plan. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E06.mp3 Podcast: Play in new window | Download (Duration: 1:18:02 — 35.7MB) Subscribe:...

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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

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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.