Social Security, JWROS Accounts, TSPs, Inherited IRAs, and Backdoor Roth Contributions: Q&A #2143

October 23, 2021

Social Security, JWROS Accounts, TSPs, Inherited IRAs, and Backdoor Roth Contributions: Q&A #2143

Jim and Chris discuss questions relating to Social Security, JWROS accounts, TSPs, inherited IRAs, backdoor and converted Roth contributions. (9:45) A Wisconsin listener looks for clarification on Social Security Survivor benefits. (12:00) A listener from Arizona looks for advice on when to claim Social Security. (19:00) George from Indiana asks if there’s any advantage to delaying...

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Charitable Remainder Trusts (CRTs): EDU #2108

February 24, 2021

Charitable Remainder Trusts (CRTs): EDU #2108

Jim and Chris welcome estate planning attorney, Peter Scott back to the show to discuss charitable remainder trusts (CRTs) and how they can be used as a substitute for the previously eliminated “stretch IRA”. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E08.mp3 Podcast: Play in new window | Download (Duration:...

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The SECURE Act and Tax-Deferred Accounts: EDU #2034

August 26, 2020

The SECURE Act and Tax-Deferred Accounts: EDU #2034

Jim and Chris discuss a listener’s email regarding concerns about how to distribute tax-deferred assets to beneficiaries and the impact of the SECURE Act. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E34.mp3 Podcast: Play in new window | Download (Duration: 1:16:49 — 34.1MB) Subscribe:...

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The Basics of Trusts: EDU #2031

August 5, 2020

The Basics of Trusts: EDU #2031

Jim and Chris introduce attorney and CPA, David Green from First Covenant Trust and Advisors, LLC to discuss and further understand the basics behind trusts as an estate planning tool. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E31.mp3 Podcast: Play in new window | Download (Duration: 1:25:41 — 37.8MB) Subscribe:...

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Estate Planning: EDU #2024

June 17, 2020

Estate Planning: EDU #2024

Peter Scott joins Jim and Chris for this EDU podcast about Estate Planning. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E24.mp3 Podcast: Play in new window | Download (Duration: 1:06:05 — 30.3MB) 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.