Qualified Charitable Distributions (QCDs): EDU #2202

January 12, 2022

Qualified Charitable Distributions (QCDs): EDU #2202

Jim and Chris sit down to take a deep dive and address the basics of Qualified Charitable Distributions (QCDs). https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E02.mp3 Podcast: Play in new window | Download (Duration: 1:10:15 — 32.2MB) Subscribe:...

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QCDs, Inherited IRAs, Contribution Limits, and Capital Gains Tax: Q&A #2202

January 8, 2022

QCDs, Inherited IRAs, Contribution Limits, and Capital Gains Tax: Q&A #2202

Chris and Bob discuss questions from listeners relating to QCDs, inherited IRAs, contribution limits, and capital gains tax on properties. (4:30) A Texan listener looks for advice on either paying taxes from an IRA or making qualified charitable distribution (QCD). (19:00) An Indianan listener asks how an inherited IRA affects the ability to do a backdoor Roth contribution. (30:15) George from...

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Social Security, Roth 401(k) Rollovers, Inherited Roth IRAs, and Roth Conversions: Q&A #2147

November 20, 2021

Social Security, Roth 401(k) Rollovers, Inherited Roth IRAs, and Roth Conversions: Q&A #2147

Jim and Chris discuss listeners questions relating to Social Security benefits, Roth 401(k) rollovers, inherited Roth IRAs, and Roth conversions. (5:30) A couple of California and Colorado listeners try and provide some clarification on estimating your Social Security benefit with no future estimated earned income. (18:00) A listener aims to provide some insight on rolling a Roth 401(k) into a...

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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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Social Security, Inherited IRAs, TIPS, and Annuities: Q&A #2138

September 18, 2021

Social Security, Inherited IRAs, TIPS, and Annuities: Q&A #2138

WE HAD TO REUPLOAD THIS EPISODE. IF YOU’RE HAVING AUDIO ISSUES, PLEASE RE-DOWNLOAD THE EPISODE AND IT SHOULD BE FIXED! Thanks 🙂 Jim and Chris sit down to discuss questions relating to Social Security survivor benefits, inherited IRAs, TIPS, and annuities. (4:30) A Wisconsin listener looks for clarification on whether someone who is already claiming Social Security benefits can postpone...

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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.