Social Security, Inherited IRAs, Roth Conversions, Portfolio Management, and MDF: Q&A #2313
April 1, 2023
Jim and Chris answer listeners questions relating to Social Security, inherited IRAs, Roth conversions, portfolio management, and MDF. (5:15) George from Michigan looks for clarification on his age 70 Social Security benefit calculation. (16:15) George in Connecticut asks about the calculation for 75% Social Security survivor benefit his disabled son will be eligible for if he and his wife were...
Listen NowVariable Annuities In Retirement Portfolios: EDU #2213
March 30, 2022
Jim and Chris dissect a listener’s question on how to treat a variable annuity in his retirement portfolio when funding an income shortfall. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E13.mp3 Podcast: Play in new window | Download (Duration: 1:24:50 — 38.8MB) Subscribe:...
Listen NowWhy We Manage Assets Our Way Part 2: EDU #2207
February 16, 2022
Jim and Chris sit down to continue their discussion on why we approach asset management our way at Jim Saulnier & Associates. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E07.mp3 Podcast: Play in new window | Download (Duration: 1:21:10 — 37.2MB) Subscribe:...
Listen NowPlanning Strategies for Always-Taxable Portfolios: EDU #2027
July 8, 2020
Jim and Chris discuss a listener’s topic regarding how to handle a retirement portfolio made up of 95% always-taxable accounts. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E27.mp3 Podcast: Play in new window | Download (Duration: 1:14:30 — 34.1MB) Subscribe:...
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