SPIAs, CRATs, CRUTs, and IRAs: EDU #2151

December 22, 2021

SPIAs, CRATs, CRUTs, and IRAs: EDU #2151

Jim and Chris sit down to discuss a listener prompted topic regarding secure income via SPIAs, CRATs, CRUTs, and automatic IRA distributions. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E51.mp3 Podcast: Play in new window | Download (Duration: 1:04:59 — 29.8MB) Subscribe:...

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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, Tax Credits, Step-Up in Basis, VATs, Rollover IRAs, and LTC: Q&A #2114

April 3, 2021

Social Security, Tax Credits, Step-Up in Basis, VATs, Rollover IRAs, and LTC: Q&A #2114

Jim and Chris sit down to discuss listener questions and comments on Social Security, Tax Credits, Step-Up in Basis, VATs, Rollover IRAs, and LTC. (7:00) A listener from North Carolina would like to know how the family’s maximum Social Security benefit affects a child’s Social Security benefit. (25:10) A CPA from Alabama commented on future tax credit proposals. (30:50) A Californian...

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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.