Social Security, Inherited IRAs, and Buffered ETFs: Q&A #2228

July 9, 2022

Social Security, Inherited IRAs, and Buffered ETFs: Q&A #2228

Jim and Chris sit down to discuss listeners questions relating to Social Security benefits, inherited IRAs, and buffered ETFs. (12:15) Georgette from Connecticut asks about the rules surrounding when to claim a spousal Social Security benefit. (23:00) Georgette wonders is Social Security benefits only get increased annually after hitting full retirement age. (30:00) George from Tennessee looks...

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Nuances With Beneficiaries Of Inherited IRAs: EDU #2143

October 27, 2021

Nuances With Beneficiaries Of Inherited IRAs: EDU #2143

Jim and Chris sit down to discuss a listener prompted topic relating to nuances with beneficiaries of inherited IRAs. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E43.mp3 Podcast: Play in new window | Download (Duration: 1:06:36 — 30.5MB) Subscribe:...

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Pensions, IRAs, RMDs, 401k Rollovers: Q&A #2103

January 16, 2021

Pensions, IRAs, RMDs, 401k Rollovers: Q&A #2103

Jim and Chris discuss listeners’ questions relating to pensions, inherited IRAs, required minimum distributions (RMDs), and 401k rollovers. (4:30) George asks for an opinion on taking a lump-sum pension buyout from his employer to try and avoid taxes. (14:45) A Michigan listener asks about how to handle the transfer of an inherited IRA from one custodian to another. (49:00) A Georgian...

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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/p/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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CARES Act and RMD Relief: EDU #2030

July 29, 2020

CARES Act and RMD Relief: EDU #2030

Jim and Chris discuss the details of the CARES Act and other 2020 governmental relief offered to those with required minimum distributions. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E30.mp3 Podcast: Play in new window | Download (Duration: 53:55 — 24.5MB) 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.