Fee Based Annuities: EDU #2226

June 29, 2022

Fee Based Annuities: EDU #2226

Jim and Chris continue their discussion from a previously asked question about annuities under the new fee based platform. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E26.mp3 Podcast: Play in new window | Download (Duration: 1:11:10 — 32.6MB) Subscribe:...

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Social Security, Roth Conversions, and Mortality Credits: Q&A #2225

June 18, 2022

Social Security, Roth Conversions, and Mortality Credits: Q&A #2225

Jim and Chris sit down to discuss listeners questions about Social Security, Roth conversions, and annuity mortality credits. (3:30) George in North Carolina looks for clarification on his spouses Social Security benefit and whether or not it will be WEP/GPO affected. (8:30) A listener from Wisconsin asks about the calculation for the pro-rata amount on a Roth conversion. (23:15) George from...

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Annuity Features and MDF Coverage: EDU #2109

March 3, 2021

Annuity Features and MDF Coverage: EDU #2109

Jim and Chris sit down to continue their discussion on annuities while going through a hypothetical purchase of an annuity to cover minimum dignity floor (MDF) income. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E09.mp3 Podcast: Play in new window | Download (Duration: 1:18:34 — 36.0MB) Subscribe:...

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Social Security, Roth Conversions, Pensions/Annuities, and General Planning: Q&A #2036

September 5, 2020

Social Security, Roth Conversions, Pensions/Annuities, and General Planning: Q&A #2036

Jim and Chris discuss listeners’ questions involving Social Security, Roth conversions, pension/annuity distributions, and how rental properties are treated in our financial planning process. (6:20) A Virginian wants to know how to get his estimated Social Security benefit at age 70 while currently collecting a spousal benefit. (16:00) A listener asks for advice on when to collect Social...

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Child-In-Care Benefits, Annuity Questions, and More: Q&A #2018

May 2, 2020

Child-In-Care Benefits, Annuity Questions, and More: Q&A #2018

Today Jim and Chris respond to 5 questions, conversing about child-in-care spousal benefits, some tax considerations, annuity questions and some CARES Act questions. (12:49) A Floridian wonders if she can still work if she files for child-in-care spousal benefits. (16:35) A listener wonders if gifting his kids some shares from his taxable account is a good idea.  (See Q&A #2013 to listen to...

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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.