Tax Impacts Of Investing In Real Estate: EDU #2130

July 28, 2021

Tax Impacts Of Investing In Real Estate: EDU #2130

Chris and Bob sit down to discuss the three phases of investing in real estate and the potential tax impacts of owning real estate as an investment. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E30.mp3 Podcast: Play in new window | Download (Duration: 1:01:21 — 28.1MB) Subscribe:...

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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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Discussion of the Financial Planning Industry CONTINUED: EDU #2038

September 23, 2020

Discussion of the Financial Planning Industry CONTINUED: EDU #2038

Jim and Chris continue the discussion from last week’s EDU show about their thoughts on the financial planning industry. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E38.mp3 Podcast: Play in new window | Download (Duration: 1:21:54 — 36.3MB) Subscribe:...

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Non-Taxed SS, Unexpected Life Changes, 401ks, IRAs and Other Investments: Q&A #2001

January 4, 2020

Non-Taxed SS, Unexpected Life Changes, 401ks, IRAs and Other Investments: Q&A #2001

The discussion for Jim and Chris today lands on topics such as non-taxed portions of Social Security income, unexpected life changes, and questions regarding 401(k)s, IRAs, and deferred compensation plans. (9:50) An Illinois listener wonders if his un-taxed Social Security income will count toward MAGI for determination of Medicare premiums. (18:55) Jim and Chris discuss a Utah listener’s...

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Fees in Equity Trades: EDU #1944

December 11, 2019

Fees in Equity Trades: EDU #1944

Some questions have come up about fees in equity trades. Jim and Chris talk about how brokerage services can still make money even if they offer commission-free trades. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E44.mp3 Podcast: Play in new window | Download (Duration: 39:39 — 18.2MB) 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.