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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Section 204 Of Secure Act 2.0: EDU #2404

January 24, 2024

Section 204 Of Secure Act 2.0: EDU #2404

Jim and Chris take a deep dive into Section 204 of SECURE Act 2, and how an annuitized annuity held inside an IRA may be used to offset RMD’s from remaining IRA’s. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E04.mp3 Podcast: Play in new window | Download (Duration: 1:10:36 — 32.3MB) Subscribe:...

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Target Outcome TIPS ETFs: EDU #2402

January 10, 2024

Target Outcome TIPS ETFs: EDU #2402

Jim and Chris sit down to continue to their discussion on some defined outcome treasury inflation protected securities (TIPS) ETFs. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E02.mp3 Podcast: Play in new window | Download (Duration: 1:02:21 — 28.5MB) Subscribe:...

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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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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.