401(k) to IRA Rollovers: EDU #2246

November 16, 2022

401(k) to IRA Rollovers: EDU #2246

Jim and Chris sit down to discuss some of the details surrounding rolling over dollars from a 401(k) into an IRA. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E46.mp3 Podcast: Play in new window | Download (Duration: 1:10:33 — 32.3MB) Subscribe:...

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Social Security, Revocable Living Trusts, VAs, SPIAs, and 401(k) Contributions: Q&A #2237

September 10, 2022

Social Security, Revocable Living Trusts, VAs, SPIAs, and 401(k) Contributions: Q&A #2237

Jim and Chris sit down to answer listener questions regarding Social Security, Revocable Living Trusts, VAs, SPIAs, and 401(k) contributions. (4:45) A Texan asks a question about Social Security benefit calculators. (10:30) A New Jerseyan wonders how naming their checking account as owner of a revocable living trust will affect their Social Security direct deposits. (26:15) A listener is curious...

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Social Security COLA, 401(k) Contribution Rules, and Inherited IRAs: Q&A #2233

August 13, 2022

Social Security COLA, 401(k) Contribution Rules, and Inherited IRAs: Q&A #2233

Jim and Chris sit down to discuss questions relating to Social Security cost-of-living adjustments (COLAs), 401(k) contribution rules, and inherited IRAs. (6:30) A Kansas listener asks a quick question about how she can change her address on her Social Security card. (10:00) A listener asks for the specifics on how exactly Social Security COLAs are calculated and implemented into benefits....

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Social Security, The SECURE Act, SSDI, and 401(k) Investments: Q&A #2222

May 28, 2022

Social Security, The SECURE Act, SSDI, and 401(k) Investments: Q&A #2222

Jim and Chris sit down to discuss questions relating to Social Security, the SECURE Act, SSDI, and 401(k) investment options. (8:00) George wonders about the cost-of-living adjustment for his PIA and Social Security benefit. (13:30) A listener from Connecticut asks about the unique Social Security issue that people born in 1960 are facing. (22:15) George looks for some additional clarification...

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Social Security, I-Bonds, 401(k) Plans, and Roth Conversions: Q&A #2151

December 18, 2021

Social Security, I-Bonds, 401(k) Plans, and Roth Conversions: Q&A #2151

Jim and Chris sit down to discuss listener questions relating to Social Security, I-Bonds, 401(k) plans, and Roth conversions. (3:30) A Massachusetts listener looks for answers on a survivorship scenario involving his spouses pension and his Social Security benefit. (7:00) A listener from Idaho asks for advice on the optimal Social Security claiming strategy for him and his wife. (16:15) George...

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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.