Tax Efficiencies of ETFs vs. Mutual Funds: EDU #2117

April 28, 2021

Tax Efficiencies of ETFs vs. Mutual Funds: EDU #2117

Jim and Chris sit down to discuss the tax efficiencies of exchange traded funds (ETFs) and the differences from mutual funds. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E17.mp3 Podcast: Play in new window | Download (Duration: 1:15:31 — 34.6MB) Subscribe:...

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Reverse Mortgages Continued: EDU #2116

April 21, 2021

Reverse Mortgages Continued: EDU #2116

Jim and Chris sit down to continue last weeks discussion about reverse mortgages with special guest, Jan Jordan. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E16.mp3 Podcast: Play in new window | Download (Duration: 1:04:36 — 29.6MB) Subscribe:...

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Social Security, Roth IRA Contributions, TIPS, Life Insurance, Cost Basis, and Roth Conversions: Q&A #2116

April 17, 2021

Social Security, Roth IRA Contributions, TIPS, Life Insurance, Cost Basis, and Roth Conversions: Q&A #2116

Jim and Chris sit down to answer listeners’ questions relating to Social Security, Roth IRA contribution rules, TIPS, life insurance, cost basis, and Roth conversions. (2:55) A listener looks for advice on the best date for his wife to claim her Social Security benefit. (17:30) George from Michigan asks if graduate students receiving funds from the university can qualify to make...

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Retirement Benefits, Social Security, Annuities, and QLACs: Q&A #2115

April 10, 2021

Retirement Benefits, Social Security, Annuities, and QLACs: Q&A #2115

Jim and Chris sit down to discuss listeners questions relating to retirement benefit plans, Social Security, annuities, and QLACs. (3:30) An Indiana listener looks for advice on when to collect his Railroad Retirement Benefits (RRB). (17:30) A Californian asks for clarification about how receiving two years of wages after retirement will effect her age 70 Social Security benefit. (37:00) George...

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The Issue With Trusts As Beneficiaries on IRAs: EDU #2114

April 7, 2021

The Issue With Trusts As Beneficiaries on IRAs: EDU #2114

Jim and Chris sit down to discuss a listeners email surrounding the topic of potential issues with having a trust setup as beneficiary to an IRA. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E14.mp3 Podcast: Play in new window | Download (Duration: 1:13:41 — 33.7MB) 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.