IRAs and Related Tax Forms: EDU #2103

January 20, 2021

IRAs and Related Tax Forms: EDU #2103

Jim and Chris sit down to discuss the timely topic of tax forms relating to IRAs as well as other retirement accounts. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E03.mp3 Podcast: Play in new window | Download (Duration: 54:54 — 25.1MB) Subscribe:...

Listen Now

Self-Funding LTC Expenses and Aging Assistance: EDU #2102

January 13, 2021

Self-Funding LTC Expenses and Aging Assistance: EDU #2102

Jim and Chris sit down with in-house long term care (LTC) expert, Greg Darden, to discuss self-funding LTC expenses and aging assistance. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E02.mp3 Podcast: Play in new window | Download (Duration: 1:30:33 — 41.4MB) Subscribe:...

Listen Now

LTC Policies and Considerations: EDU #2101

January 6, 2021

LTC Policies and Considerations: EDU #2101

Jim and Chris sit down with in-house long term care (LTC) specialist, Greg Darden, to discuss different LTC policies and considerations. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E01.mp3 Podcast: Play in new window | Download (Duration: 1:30:30 — 41.4MB) Subscribe:...

Listen Now

Taxes, Roth Conversions/Contributions, Hardship Exceptions, and Inherited IRAs: Q&A #2101

December 31, 2020

Taxes, Roth Conversions/Contributions, Hardship Exceptions, and Inherited IRAs: Q&A #2101

Jim and Chris answer listeners’ questions and discuss topics relating to taxes, Roth conversions, Roth contribution rules, hardship exceptions, and inherited IRAs. (8:00) Bob, our in-house CPA, provides a talking point about skipping RMDs in 2020 and the possibility of a delayed tax penalty for those who withhold taxes in 2021. (12:30) A colleague of Jim and Chris asks a question looking...

Listen Now

Medical Issues, LTC, and Retirement Planning: EDU #2051

December 30, 2020

Medical Issues, LTC, and Retirement Planning: EDU #2051

Chris welcomes Jim back to the podcast to discuss his medical issue and the long term effects medical issues can have on retirement plans. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E51.mp3 Podcast: Play in new window | Download (Duration: 1:08:18 — 31.3MB) 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

© 2026, Jim Saulnier & Associates All rights reserved.

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.