Differing Approaches To Retirement: EDU #2215

April 13, 2022

Differing Approaches To Retirement: EDU #2215

Jim and Chris sit down to discuss the rather philosophical topic of differing approaches to retirement and longevity of retirement. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E15.mp3 Podcast: Play in new window | Download (Duration: 1:24:35 — 38.7MB) Subscribe:...

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Retirement Planning Philosophies: EDU #2035

September 2, 2020

Retirement Planning Philosophies: EDU #2035

Jim and Chris discuss various retirement planning philosophies within the industry and elaborate on their own unique approach. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E35.mp3 Podcast: Play in new window | Download (Duration: 1:13:17 — 33.3MB) Subscribe:...

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Unexpected Windfalls: EDU #2021

May 27, 2020

Unexpected Windfalls: EDU #2021

Jim and Chris discuss a topic brought to us by a listener’s question:  what are some strategies one should consider when faced with expected windfalls such as suddenly inheriting a large sum of money? *Note:  Near the end of the episode, Jim and Chris failed to mention that there’s a 10% early withdrawal penalty if you withdraw from an annuity while younger than age 59 1/2.  Please...

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IRA Tax Strategy, Retirement Strategies, and Financial Stability of Pensions: Q&A #2012

March 21, 2020

IRA Tax Strategy, Retirement Strategies, and Financial Stability of Pensions: Q&A #2012

Today Jim and Chris answer questions about a traditional IRA tax strategy, withdrawal vs. secure income strategies in retirement planning, and the financial stability of pensions. (6:00) A Georgian wonders if his traditional IRA tax strategy will get him in trouble. (23:00) A listener asks for advice for those who base their retirement funding on a withdrawal strategy, and how can he move to a...

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Claiming Spousal Benefits, Deferred Income Plan, Early Retirement Strategies: Q&A #1935

September 14, 2019

Claiming Spousal Benefits, Deferred Income Plan, Early Retirement Strategies: Q&A #1935

This week Jim and Chris answer questions about claiming spousal benefits, deferred income plan, and planning for early retirement. 9:06 A listener wants to know if his wife can claim Social Security Spousal Benefits prior to him claiming his benefits. 17:26 A live caller from Texas has some questions about his employer’s Non-qualified Deferred Income Plan. 45:01 An Indiana listener hopes...

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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.