DSUE, Social Security, Trusts, and Pensions: Q&A #2229

July 16, 2022

DSUE, Social Security, Trusts, and Pensions: Q&A #2229

Jim and Chris sit down to discuss the recent IRS Revenue Procedure 2022-32 and what you need to know if you plan to file for the estate tax exemption of a deceased spouse. They explain how this new ruling may enable more surviving spouses to shield their future estate from potential future estate taxes. Afterwards, they answer listener questions relating to Social Security, Trusts, and Pension...

Listen Now

Estate Planning Symposium Topics: EDU #2218

May 4, 2022

Estate Planning Symposium Topics: EDU #2218

Jim and Chris discuss some of the interesting topics that Jim learned at the estate planning symposium that he recently attended. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E18.mp3 Podcast: Play in new window | Download (Duration: 1:16:36 — 35.1MB) Subscribe:...

Listen Now

Survivor Benefits, WEP, Estate Tax, DAFs, and QLACs: Q&A #2203

January 15, 2022

Survivor Benefits, WEP, Estate Tax, DAFs, and QLACs: Q&A #2203

Jim and Chris discuss questions pertaining to Social Security survivor benefits, WEP, estate tax, donor advised funds (DAFs), and QLACs. (7:00) A Washington listener asks about how to claim a Social Security survivor benefit. (12:45) A Missouri listener looks for advice on determining the effects WEP will have on her and her husbands Social Security benefits. (24:45) George from California looks...

Listen Now

The History Behind Gift and Estate Taxes: EDU #2133

August 18, 2021

The History Behind Gift and Estate Taxes: EDU #2133

Jim and Chris sit down to discuss a listener’s email about the history and laws behind gift and estate taxes. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E33.mp3 Podcast: Play in new window | Download (Duration: 1:19:00 — 36.2MB) Subscribe:...

Listen Now

Trusts and Choosing a Trustee: EDU #2040

October 7, 2020

Trusts and Choosing a Trustee: EDU #2040

Chris discusses trusts and choosing a trustee with attorney and CPA, David Greene, from First Covenant Trust and Advisors. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E40.mp3 Podcast: Play in new window | Download (Duration: 1:06:13 — 29.5MB) 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.