Social Security, Spending In Retirement, and The BBB Act: Q&A #2201

January 1, 2022

Social Security, Spending In Retirement, and The BBB Act: Q&A #2201

Jim and Chris sit down to discuss listener questions relating to Social Security, spending in retirement, and the Build Back Better Act. (7:45) A California listener looks for thoughts/opinions on a recently suggested Social Security claiming strategy. (28:45) A Texan listener brings up our thoughts/philosophy that money unspent in retirement, is potentially money unlived. (43:30) George from...

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Updates To Proposed Tax Changes In BBB Act and Misc. Tax Discussion: EDU #2144

November 3, 2021

Updates To Proposed Tax Changes In BBB Act and Misc. Tax Discussion: EDU #2144

Chris and in house CPA, Bob Palechek sit down to discuss updates to the potential tax changes within the proposed Build Back Better Act as well as a listeners in-depth tax question. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E44.mp3 Podcast: Play in new window | Download (Duration: 1:05:21 — 29.9MB) Subscribe:...

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Build Back Better Act Potential Tax Changes Continued: EDU #2139

September 29, 2021

Build Back Better Act Potential Tax Changes Continued: EDU #2139

Jim and Chris continue their discussion on potential changes in the tax code resulting from the proposed Build Back Better Act. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E39.mp3 Podcast: Play in new window | Download (Duration: 54:19 — 24.9MB) Subscribe:...

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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.