Social Security, SSA-44, MDF, Inflation, and Rollovers: Q&A #2406

February 10, 2024

Social Security, SSA-44, MDF, Inflation, and Rollovers: Q&A #2406

Jim and Chris sit down to discuss listeners questions relating to Social Security, SSA-44, IRMAA, MDF, inflation, and rollovers. (6:45) Georgette asks if she can begin claiming a Social Security spousal benefit before claiming her own benefit down the road. (20:00) A listener in Virginia comments on a previous shows question regarding the sale of a property, and filing of SSA-44. (39:00) A...

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Different Approaches To Retirement Planning Continued: EDU #2406

February 7, 2024

Different Approaches To Retirement Planning Continued: EDU #2406

Jim and Chris sit down to continue their discussion from last week on a listeners do-it-yourself retirement plan. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E06.mp3 Podcast: Play in new window | Download (Duration: 1:18:02 — 35.7MB) Subscribe:...

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Different Approaches To Retirement Planning: EDU #2405

January 31, 2024

Different Approaches To Retirement Planning: EDU #2405

Jim and Chris take a deep dive on a listeners email describing their approach to retirement planning and provide their own input. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E05.mp3 Podcast: Play in new window | Download (Duration: 1:09:16 — 31.7MB) Subscribe:...

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Social Security, Annuities, MDF, Beneficiaries, and Taxes: Q&A #2402

January 13, 2024

Social Security, Annuities, MDF, Beneficiaries, and Taxes: Q&A #2402

Jim and Chris sit down to discuss listener questions relating to Social Security, annuities, MDF, beneficiaries, and taxes. (5:30) A Washington listener wonders if stock options should be counted towards earnings when considering Social Security. (20:15) A New York listener comments on trying to discuss his form SSA-44 with the local Social Security office. (27:15) A listener in Minnesota...

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Quarterly Dialogue: Funding The Minimum Dignity Floor (MDF): EDU #2352

December 27, 2023

Quarterly Dialogue: Funding The Minimum Dignity Floor (MDF): EDU #2352

Jim and Chris continue their quarterly dialogue discussing listener emails relating to funding the MDF while considering SPIAs, interest rates, inflation, risk tolerance and planning. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E52.mp3 Podcast: Play in new window | Download (Duration: 1:32:47 — 42.5MB) 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.