Annuity Features and MDF Coverage: EDU #2109

March 3, 2021

Annuity Features and MDF Coverage: EDU #2109

Jim and Chris sit down to continue their discussion on annuities while going through a hypothetical purchase of an annuity to cover minimum dignity floor (MDF) income. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E09.mp3 Podcast: Play in new window | Download (Duration: 1:18:34 — 36.0MB) Subscribe:...

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Charitable Remainder Trust (CRT) Questions: Q&A #2109

February 27, 2021

Charitable Remainder Trust (CRT) Questions: Q&A #2109

Jim, Chris, and Peter Scott pick up from EDU Show #2108 to continue the discussion and answer listeners questions relating to charitable remainder trusts (CRTs). (4:00) A listener asks a question about when CRTs are appropriate and who they’re appropriate for. (13:45) A couple with a disabled son looks for clarification on the details of how much CRTs can pay out to beneficiaries. (28:00)...

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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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Indexed Annuities Part Two: EDU #2107

February 17, 2021

Indexed Annuities Part Two: EDU #2107

Jim and Chris sit down and continue to discuss the details behind indexed annuities and how they can be used in retirement planning (if applicable). https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E07.mp3 Podcast: Play in new window | Download (Duration: 1:18:37 — 36.0MB) Subscribe:...

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Indexed Annuities: EDU #2106

February 10, 2021

Indexed Annuities: EDU #2106

Jim and Chris sit down to discuss the details pertaining to indexed annuities. What are they? How do Jim and Chris feel about them? https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E06.mp3 Podcast: Play in new window | Download (Duration: 1:26:51 — 39.8MB) 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.