Retirement In The U.S. With Less Than $1 Million Dollars: EDU #2313

March 29, 2023

Retirement In The U.S. With Less Than $1 Million Dollars: EDU #2313

Jim and Chris sit down to discuss and analyze a recent article surrounding what retirement with less than $1 million dollars in the United States looks like. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E13.mp3 Podcast: Play in new window | Download (Duration: 1:23:16 — 38.1MB) Subscribe:...

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Social Security, Inherited IRAs, and The SIPC: Q&A #2312

March 25, 2023

Social Security, Inherited IRAs, and The SIPC: Q&A #2312

Jim and Chris discuss questions relating to Social Security, Inherited IRAs, and the Securities Investor Protection Corporation (SIPC). (13:30) A listener in Georgia asks a couple of questions pertaining to his sister’s ability to claim a Social Security benefit. (28:00) The same listener from above looks for clarification on the rules relating to his sisters inherited IRA RMDs. (47:15) A...

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Retirement and IRA Questions From Ed Slott Part 3: EDU #2312

March 22, 2023

Retirement and IRA Questions From Ed Slott Part 3: EDU #2312

Jim and Chris sit down to continue their discussion on several different questions posed by the Ed Slott group exam. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E12.mp3 Podcast: Play in new window | Download (Duration: 1:11:04 — 32.5MB) Subscribe:...

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Retirement and IRA Questions From Ed Slott Continued: EDU #2311

March 15, 2023

Retirement and IRA Questions From Ed Slott Continued: EDU #2311

Jim and Chris sit down to continue their discussion on several different questions posed by the Ed Slott group exam. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E11.mp3 Podcast: Play in new window | Download (Duration: 1:08:17 — 31.3MB) Subscribe:...

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Retirement and IRA Questions From Ed Slott: EDU #2310

March 8, 2023

Retirement and IRA Questions From Ed Slott: EDU #2310

Jim and Chris sit down to discuss a couple of questions relating to retirement and IRAs supplied by the Ed Slott group. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E10.mp3 Podcast: Play in new window | Download (Duration: 1:13:47 — 33.8MB) Subscribe:...

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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

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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.