Edu: The Stretch IRA

December 12, 2018

You may have heard of a Stretch IRA, but few people understand what it is and what it is not. Join Jim and Chris this week as they delve into Stretch IRAs. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y18E12.mp3 Podcast: Play in new window | Download (Duration: 51:03 — 23.4MB) Subscribe:...

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Edu: Spousal Inherited IRAs

December 5, 2018

While the rules are very complicated for all Inherited IRAs, they are even more complicated for Spousal Inherited IRAs. This is because they get special treatment, so have special rules. Jim and Chris explore in detail the difference between non-spousal and spousal Inherited IRAs this week....

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Q&A: IRA Legal Protections, Estate Planning, and Life Insurance

December 1, 2018

Jim and Chris welcome two special guests to help answer questions about Estate Planning, IRA Legal Protections, and Life Insurance. Life Insurance professional, Sean McKinnon, weighs in on a question about Universal Life Insurance. Estate Planning Attorney, Peter Scott, returns to the show to tackle three listener questions. An interesting question is posed by a Georgia listener: If an IRA is...

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Edu: Qualified Charitable Distributions

November 28, 2018

A California listener’s email got Jim thinking about how Qualified Charitable Distributions (QCDs) can be used to lower the tax burden of some retirees. So, tune in as the guys take an in-depth look at QCDs this week. http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y18E10.mp3 Podcast: Play in new window | Download () Subscribe:...

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Edu: Splitting an IRA

October 10, 2018

Divorce is hard enough without the extra stress of trying to figure out how to deal with retirement accounts. In this episode Jim and Chris delve into how to split an IRA in a divorce. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y18E03.mp3 Podcast: Play in new window | Download (Duration: 30:54 — 14.1MB) 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.