All About The Minimum Dignity Floor (MDF) Part 2: EDU #2232

August 10, 2022

All About The Minimum Dignity Floor (MDF) Part 2: EDU #2232

Jim and Chris sit down to continue their discussion from last weeks EDU show on the Minimum Dignity Floor (MDF). https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E32.mp3 Podcast: Play in new window | Download (Duration: 1:18:50 — 36.1MB) Subscribe:...

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All About The Minimum Dignity Floor (MDF) Part 1: EDU #2231

August 3, 2022

All About The Minimum Dignity Floor (MDF) Part 1: EDU #2231

Jim and Chris sit down to discuss a couple of listener emails relating to our concept of the Minimum Dignity Floor (MDF). https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E31.mp3 Podcast: Play in new window | Download (Duration: 1:31:35 — 41.9MB) Subscribe:...

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The Minimum Dignity Floor (MDF): EDU #2214

April 6, 2022

The Minimum Dignity Floor (MDF): EDU #2214

Jim and Chris sit down to elaborate on the concept of the Minimum Dignity Floor (MDF) from it’s inception to the current iteration. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E14.mp3 Podcast: Play in new window | Download (Duration: 1:31:48 — 42.0MB) Subscribe:...

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Tax Diversification, Roth Conversions, and IRMAA: Q&A #2208

February 19, 2022

Tax Diversification, Roth Conversions, and IRMAA: Q&A #2208

Jim, Chris, and in-house CPA, Bob Palechek discuss tax specific questions relating to MDF spending, tax diversification, Roth conversions, and IRMAA. (3:30) A member of the Rock Retirement Club requests clarification on how we account for taxes in our Minimum Dignity Floor concept of funding a retirement spending plan. (16:15) George from North Carolina asks a question about asset location, tax...

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Funding The Minimum Dignity Floor: EDU #2150

December 15, 2021

Funding The Minimum Dignity Floor: EDU #2150

Jim and Chris sit down to discuss some input for a listener proposing a way to fund the minimum dignity floor (MDF). https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E50.mp3 Podcast: Play in new window | Download (Duration: 1:11:40 — 32.8MB) 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.