Taking The 2024 Ed Slott Quiz: EDU #2408

February 21, 2024

Taking The 2024 Ed Slott Quiz: EDU #2408

Jim and Chris sit down to discuss and take a quiz given out by the Ed Slott program on an annual basis for 2024. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E08.mp3 Podcast: Play in new window | Download (Duration: 1:17:12 — 35.3MB) Subscribe:...

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Things To Consider When Choosing A Financial Advisor/Planner: EDU #2348

November 29, 2023

Things To Consider When Choosing A Financial Advisor/Planner: EDU #2348

Jim and Chris sit down to discuss a couple of items to consider when choosing a financial advisor/planner. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E48.mp3 Podcast: Play in new window | Download (Duration: 1:21:42 — 37.4MB) Subscribe:...

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Addressing Concerns Posed In Financial Planning Article Part 2: EDU #2333

August 16, 2023

Addressing Concerns Posed In Financial Planning Article Part 2: EDU #2333

Jim and Chris continue their discussion of an article and provide their opinion on how they would attack some of the concerns proposed in the article. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E33.mp3 Podcast: Play in new window | Download (Duration: 1:30:05 — 41.2MB) Subscribe:...

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Social Security, Roth Conversions, MDF, HSAs, and Financial Advisors: Q&A #2251

December 17, 2022

Social Security, Roth Conversions, MDF, HSAs, and Financial Advisors: Q&A #2251

Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth conversions, MDF, HSAs, and financial advisors. (6:00) George asks a question on the mechanics of Social Security auxiliary benefits. (15:15) A listener wonders if he can still do a 60-day rollover for a Roth conversion if he has no earned income. (18:00) George from the UK looks for clarification on how to...

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Social Security, 72t IRA Rules, and Hiring A Financial Advisor: Q&A #2245

November 5, 2022

Social Security, 72t IRA Rules, and Hiring A Financial Advisor: Q&A #2245

Jim and Chris sit down to discuss listeners questions relating to Social Security, 72t IRA rules, and the timing for hiring a financial advisor. (16:15) George from Texas looks for clarification on the effects WEP will have on his spouses Social Security estimated benefit. (33:30) A Michigan listener wonders about Social Security amounts in high and low inflationary environments when turning age...

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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.