Everything Long-Term Care (LTC): Q&A #2218

April 30, 2022

Everything Long-Term Care (LTC): Q&A #2218

Chris and in-house long-term care expert, Greg Darden, CFP® discuss listener questions relating to everything long-term care (LTC). (6:15) A Californian listener wonders about the depth that LTC carriers go into when reading medical test results. (18:30) George from California asks about long-term care inflation rates and planning for long-term care expenses. (27:00) George from Pennsylvania...

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Social Security, Backdoor Roth Contributions, Taxes, LTC, and RMDs: Q&A #2119

May 8, 2021

Social Security, Backdoor Roth Contributions, Taxes, LTC, and RMDs: Q&A #2119

Jim and Chris sit down to discuss listeners questions relating to Social Security, backdoor Roth contributions, taxes, hybrid LTC policies, and RMDs. (11:45) George from New York looks for clarification on Social Security and surviving spousal benefits. (17:00) An Ohioan asks a question about backdoor Roth contributions and the pro-rata rule. (27:45) A listener wonders about the taxation of...

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Social Security, Fraud Protection, LTC, and Deferred Income Annuities: Q&A #2117

April 24, 2021

Social Security, Fraud Protection, LTC, and Deferred Income Annuities: Q&A #2117

Jim and Chris sit down to discuss listeners questions relating to Social Security, fraud protection for IRAs and 401k’s, LTC, and annuities. (3:45) George from Washington looks for clarification on claiming a spousal Social Security benefit. (11:45) Georgette from California asks about the fraud protection of IRAs and 401k plans. (31:15) A Connecticut listener asks if traditional LTC...

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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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Traditional LTC vs. Hybrid LTC: EDU #2105

February 3, 2021

Traditional LTC vs. Hybrid LTC: EDU #2105

Jim and Chris sit down with in-house LTC specialist, Greg Darden to discuss the difference between traditional LTC policies and hybrid LTC policies. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E05.mp3 Podcast: Play in new window | Download (Duration: 1:23:22 — 38.2MB) Subscribe:...

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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.