DSUE, Social Security, Trusts, and Pensions: Q&A #2229

July 16, 2022

DSUE, Social Security, Trusts, and Pensions: Q&A #2229

Jim and Chris sit down to discuss the recent IRS Revenue Procedure 2022-32 and what you need to know if you plan to file for the estate tax exemption of a deceased spouse. They explain how this new ruling may enable more surviving spouses to shield their future estate from potential future estate taxes. Afterwards, they answer listener questions relating to Social Security, Trusts, and Pension...

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IRS Guidance On RMDs and The Secure Act Part 2: EDU #2222

June 1, 2022

IRS Guidance On RMDs and The Secure Act Part 2: EDU #2222

Jim and Chris sit down to continue their discussion on the IRS’s proposed interpretations and implementations of the SECURE Act. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E22.mp3 Podcast: Play in new window | Download (Duration: 1:09:41 — 31.9MB) Subscribe:...

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IRS Guidance On RMDs and The Secure Act Part 1: EDU #2221

May 25, 2022

IRS Guidance On RMDs and The Secure Act Part 1: EDU #2221

Jim and Chris sit down to discuss the IRS guidance/ideas surrounding RMDs (Required Minimum Distributions) and the SECURE Act. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E21.mp3 Podcast: Play in new window | Download (Duration: 1:04:52 — 29.7MB) Subscribe:...

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New IRS Rules, Questions on Social Security and More: Q&A #2027

July 4, 2020

New IRS Rules, Questions on Social Security and More: Q&A #2027

Jim and Chris discuss the new IRS rules on RMDs and then answer listener questions. (2:30)  Announcement about new IRS rules on replacing 2020 required minimum distributions (RMDs). (13:35) A Virginian asks a question about how COVID-19 will impact his Social Security benefits. (31:20) George from West Virginia wants to know the pitfalls and benefits of a conversion strategy that would take the...

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Takeaways from the Latest Ed Slott Seminar Part 2: EDU #2020

May 20, 2020

Takeaways from the Latest Ed Slott Seminar Part 2: EDU #2020

Continuing from a former EDU episode, Jim and Chris further discuss a recap of the most recent Ed Slott seminar.  In particular they discuss some tax court cases and different IRS rules. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E20.mp3 Podcast: Play in new window | Download (Duration: 1:16:15 — 34.9MB) Subscribe:...

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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.