Thanksgiving Break: EDU

November 25, 2020

Thanksgiving Break: EDU

Chris provides a brief update about the upcoming Thanksgiving break and when we’ll be back to regularly scheduled programming. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E47T.mp3 Podcast: Play in new window | Download (Duration: 1:55 — 900.0KB) Subscribe:...

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Social Security, Rollover Options, and IRA Conversions: Q&A #2047

November 21, 2020

Social Security, Rollover Options, and IRA Conversions: Q&A #2047

Jim and Chris discuss listeners’ questions relating to Social Security, Rollover Options, and IRA conversions. (2:00) George from Chicago asks a question about when the overall best time to claim Social Security is. (10:50) A listener from North Carolina asks for advice on taking a lump sum buyout from his employer and rolling it into his 401k or IRA to avoid tax implications. (23:00) A...

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Coronavirus Related Distributions (CRDs) Part 1: EDU #2046

November 18, 2020

Coronavirus Related Distributions (CRDs) Part 1: EDU #2046

Jim and Chris begin to clarify the details on coronavirus related distributions (CRDs) and the tax implications surrounding them in this first part of the CRD focused EDU show. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E46.mp3 Podcast: Play in new window | Download (Duration: 58:49 — 26.9MB) Subscribe:...

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Roth Conversions and “210 Considerations”: EDU #2045

November 11, 2020

Roth Conversions and “210 Considerations”: EDU #2045

Chris sits down with our in house CPA, Bob Palechek, for a tax-focused podcast on Roth conversions and what Jim calls, “210 considerations”. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E45.mp3 Podcast: Play in new window | Download (Duration: 51:09 — 23.4MB) Subscribe:...

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Year of Death RMDs and Inherited IRAs: EDU #2044

November 4, 2020

Year of Death RMDs and Inherited IRAs: EDU #2044

Jim and Chris discuss the ten things you need to know about “year of death” required minimum distributions and inherited IRAs. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E44.mp3 Podcast: Play in new window | Download (Duration: 1:04:00 — 28.3MB) 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.