Update on the SECURE Act, Divorce Benefits, and More: Q&A #2010

March 7, 2020

Update on the SECURE Act, Divorce Benefits, and More: Q&A #2010

As Jim rifles through listener’s questions today, he and Chris settle on the topics of an update on the SECURE Act, Social Security divorce benefits, re-characterizing an IRA, and Health Savings Accounts. (4:15) Chris and Jim follow up with an update on the SECURE Act and when a child inherits an IRA. (19:55) Georgette from Mississippi wonders if she can receive a divorced spouse benefit...

Listen Now

How to Split an IRA – EDU #1929

August 7, 2019

How to Split an IRA – EDU #1929

REPLAY: With Jim out of the office, we are replaying a helpful episode from last year on how to split an IRA after a divorce. Jim and Chris will be back next week with an all-new Edu edition! https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y18E03.mp3 Podcast: Play in new window | Download (Duration: 30:54 — 14.1MB) Subscribe:...

Listen Now

Edu: Splitting an IRA

October 10, 2018

Divorce is hard enough without the extra stress of trying to figure out how to deal with retirement accounts. In this episode Jim and Chris delve into how to split an IRA in a divorce. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y18E03.mp3 Podcast: Play in new window | Download (Duration: 30:54 — 14.1MB) Subscribe:...

Listen Now

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.