Live Caller: Reducing IRMAA, Bonds or Income Annuities, and Some Comments: Q&A #2007

February 15, 2020

Live Caller: Reducing IRMAA, Bonds or Income Annuities, and Some Comments: Q&A #2007

A live caller and an email comment from a financial planner are featured on today’s podcast.  Jim and Chris talk through a listener’s concerns about establishing less-volatile accounts while still keeping low income for tax strategies. (3:12) Live caller George would like to discuss how to reduce IRMAA early in retirement (35:45) George continues by asking how to establish secure...

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Quarterly Estimated Payments, Early Retiring, & Distribution Management: Q&A #1947

December 14, 2019

Quarterly Estimated Payments, Early Retiring, & Distribution Management: Q&A #1947

Jim pauses cheering on the New England Patriots to discuss with Chris some follow-up about 60-day Rollovers, quarterly estimated payments, early retiring, and distribution management. (10:15) A Virginian mentions some resources related to 60-day rollovers. (18:05) Tom Brady (just kidding!) would like to discuss quarterly estimated payments regarding taxes in retirement. (31:25) A Green Bay...

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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.