Retirement In The U.S. With Less Than $1 Million Dollars: EDU #2313

March 29, 2023

Retirement In The U.S. With Less Than $1 Million Dollars: EDU #2313

Jim and Chris sit down to discuss and analyze a recent article surrounding what retirement with less than $1 million dollars in the United States looks like. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E13.mp3 Podcast: Play in new window | Download (Duration: 1:23:16 — 38.1MB) Subscribe:...

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Retirement and IRA Questions From Ed Slott Part 3: EDU #2312

March 22, 2023

Retirement and IRA Questions From Ed Slott Part 3: EDU #2312

Jim and Chris sit down to continue their discussion on several different questions posed by the Ed Slott group exam. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E12.mp3 Podcast: Play in new window | Download (Duration: 1:11:04 — 32.5MB) Subscribe:...

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Social Security, Ed Slott, Roth 401(k)’s, and Buffered Investments: Q&A #2311

March 18, 2023

Social Security, Ed Slott, Roth 401(k)’s, and Buffered Investments: Q&A #2311

Jim and Chris sit down to discuss listener’s questions relating to Social Security, Ed Slott, Roth 401(k)’s, and buffered investments. (8:15) George from California looks for clarification on the affects/timing of Social Security inflationary credits for his wife. (14:30) A listener asks a quick question about if she can claim a spousal Social Security benefit or not. (18:45) Jim...

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Retirement and IRA Questions From Ed Slott Continued: EDU #2311

March 15, 2023

Retirement and IRA Questions From Ed Slott Continued: EDU #2311

Jim and Chris sit down to continue their discussion on several different questions posed by the Ed Slott group exam. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E11.mp3 Podcast: Play in new window | Download (Duration: 1:08:17 — 31.3MB) Subscribe:...

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Retirement and IRA Questions From Ed Slott: EDU #2310

March 8, 2023

Retirement and IRA Questions From Ed Slott: EDU #2310

Jim and Chris sit down to discuss a couple of questions relating to retirement and IRAs supplied by the Ed Slott group. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E10.mp3 Podcast: Play in new window | Download (Duration: 1:13:47 — 33.8MB) 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.