Social Security, 72t IRA Rules, and Hiring A Financial Advisor: Q&A #2245

November 5, 2022

Social Security, 72t IRA Rules, and Hiring A Financial Advisor: Q&A #2245

Jim and Chris sit down to discuss listeners questions relating to Social Security, 72t IRA rules, and the timing for hiring a financial advisor. (16:15) George from Texas looks for clarification on the effects WEP will have on his spouses Social Security estimated benefit. (33:30) A Michigan listener wonders about Social Security amounts in high and low inflationary environments when turning age...

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Calculating Social Security PIA and Inflationary Adjustments: EDU #2241

October 12, 2022

Calculating Social Security PIA and Inflationary Adjustments: EDU #2241

Chris sits down to do a solo show discussing the nuances of calculating the Social Security primary insurance amount (PIA) and how this calculation can be affected by inflationary adjustments. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E41.mp3 Podcast: Play in new window | Download (Duration: 50:23 — 24.0MB) Subscribe:...

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All About The Minimum Dignity Floor (MDF) Part 6: EDU #2236

September 7, 2022

All About The Minimum Dignity Floor (MDF) Part 6: EDU #2236

Jim and Chris sit down to wrap up their discussion on the Minimum Dignity Floor (MDF) series and answer a few listeners questions. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E36.mp3 Podcast: Play in new window | Download (Duration: 1:22:06 — 37.6MB) Subscribe:...

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Social Security COLA, 401(k) Contribution Rules, and Inherited IRAs: Q&A #2233

August 13, 2022

Social Security COLA, 401(k) Contribution Rules, and Inherited IRAs: Q&A #2233

Jim and Chris sit down to discuss questions relating to Social Security cost-of-living adjustments (COLAs), 401(k) contribution rules, and inherited IRAs. (6:30) A Kansas listener asks a quick question about how she can change her address on her Social Security card. (10:00) A listener asks for the specifics on how exactly Social Security COLAs are calculated and implemented into benefits....

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Inflation Adjusted Securities: EDU #2128

July 14, 2021

Inflation Adjusted Securities: EDU #2128

Chris sits down with in-house investment expert, Scott Roark to discuss inflation expectations as well as inflation adjusted securities such as I bonds and TIPS. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E28.mp3 Podcast: Play in new window | Download (Duration: 47:53 — 21.9MB) 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.