401(k) to IRA Rollovers: EDU #2246

November 16, 2022

401(k) to IRA Rollovers: EDU #2246

Jim and Chris sit down to discuss some of the details surrounding rolling over dollars from a 401(k) into an IRA. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E46.mp3 Podcast: Play in new window | Download (Duration: 1:10:33 — 32.3MB) Subscribe:...

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Mutual Funds and The Investment Advisers Act of 1940: EDU #2238

September 21, 2022

Mutual Funds and The Investment Advisers Act of 1940: EDU #2238

Jim and Chris sit down to discuss a Wall Street Journal article surrounding the topic of mutual funds and the Investment Advisers Act of 1940. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E38.mp3 Podcast: Play in new window | Download (Duration: 1:10:22 — 32.2MB) Subscribe:...

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Pensions, Social Security, RMDs, Sequential Risk, and Secure Income: Q&A #2232

August 6, 2022

Pensions, Social Security, RMDs, Sequential Risk, and Secure Income: Q&A #2232

Jim and Chris discuss listeners questions relating to pension rollovers, Social Security benefits, RMDs, mitigating sequential risk, and secure income. (3:15) PSA; A listener from Alabama links to an article about Alabama not taxing pensions that are rolled into IRAs. (9:45) A Virginian listener wonders about the best way to find his estimated Social Security benefit based on anticipated work...

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Learning From A Listeners Email: EDU #2229

July 20, 2022

Learning From A Listeners Email: EDU #2229

Jim and Chris sit down to discuss a listeners email and try to learn from their experience in retirement. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E29.mp3 Podcast: Play in new window | Download (Duration: 1:34:21 — 43.2MB) Subscribe:...

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PTE 2020-02 Discussion: EDU #2228

July 13, 2022

PTE 2020-02 Discussion: EDU #2228

Jim and Chris sit down to discuss the new Department of Labor rule titled, PTE 2020-02, regarding the rollover of retirement accounts. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E28.mp3 Podcast: Play in new window | Download (Duration: 1:22:13 — 37.6MB) 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.