Delayed Retirement Credits, Pensions, HSAs and Annuities: Q&A #2429

July 20, 2024

Delayed Retirement Credits, Pensions, HSAs and Annuities: Q&A #2429

Jim and Chris sit down to discuss listeners questions relating to Social Security delayed benefits, rolling a pension excess to an IRA, HSAs, and when to turn on an annuity’s living benefit.   (15:00) A listener wonders if Chris can clear up why his Social Security delayed benefits calculations don’t match the what the SSA website shows. (28:30) Georgette hopes the guys can help...

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Covering MDF With Lifetime Secure Income: EDU #2426

June 26, 2024

Covering MDF With Lifetime Secure Income: EDU #2426

Jim and Chris wind down national annuity awareness month by discussing covering MDF with lifetime secure income via an annuity. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E26.mp3 Podcast: Play in new window | Download (Duration: 1:18:43 — 36.0MB) Subscribe:...

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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. 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) Subscribe:...

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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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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.