Insurance Companies and Annuities: EDU #2425

June 19, 2024

Insurance Companies and Annuities: EDU #2425

Jim and Chris sit down to continue their annuity discussion focusing on the insurance companies that sell annuities. Click here for article #1. Click here for article #2 (requires subscription).  https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E25.mp3 Podcast: Play in new window | Download (Duration: 1:14:08 — 33.9MB)...

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Income Benefits Of Non-Annuitized Annuities: EDU #2424

June 12, 2024

Income Benefits Of Non-Annuitized Annuities: EDU #2424

Jim and Chris continue their discussion from last weeks QA show regarding the income benefits of a non annuitized annuity. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E24.mp3 Podcast: Play in new window | Download (41.0MB) Subscribe:...

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Discussing IRMAA: EDU #2227

July 6, 2022

Discussing IRMAA: EDU #2227

Chris and Bob sit down to discuss a handful of older, listener prompted questions relating to the details of IRMAA. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E27.mp3 Podcast: Play in new window | Download (Duration: 1:06:41 — 30.5MB) Subscribe:...

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Spending Money In Retirement: EDU #2137

September 15, 2021

Spending Money In Retirement: EDU #2137

Jim and Chris follow a listeners suggestion and discuss a recent article relating to a retiree who is having trouble spending their money in retirement. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E37.mp3 Podcast: Play in new window | Download (Duration: 1:07:12 — 30.8MB) Subscribe:...

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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

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.