Social Security, Roth Conversions, Taxes, Mortgages, and IRA Rollovers: Q&A #2118

May 1, 2021

Social Security, Roth Conversions, Taxes, Mortgages, and IRA Rollovers: Q&A #2118

Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth conversions, taxes, paying off mortgages, and IRA rollovers. (5:00) A Kentucky listener looks for clarification on the taxation of retroactive Social Security benefits. (11:00) George asks for advice on deciding when to claim Social Security. (22:00) A listener asks about how to convert money from a 457(b)...

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Reverse Mortgages Continued: EDU #2116

April 21, 2021

Reverse Mortgages Continued: EDU #2116

Jim and Chris sit down to continue last weeks discussion about reverse mortgages with special guest, Jan Jordan. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E16.mp3 Podcast: Play in new window | Download (Duration: 1:04:36 — 29.6MB) Subscribe:...

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Updated RMD Rules and Reverse Mortgages: EDU #2115

April 14, 2021

Updated RMD Rules and Reverse Mortgages: EDU #2115

Jim and Chris sit down with a special guest, Jan Jordan, to explain the updated Required Minimum Distribution (RMD) rules from the IRS and discuss details regarding reverse mortgages. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E15.mp3 Podcast: Play in new window | Download (Duration: 54:01 — 24.7MB) Subscribe:...

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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.