Learning From A Listeners Email: EDU #2229

July 20, 2022

Learning From A Listeners Email: EDU #2229

Jim and Chris sit down to discuss a listeners email and try to learn from their experience in retirement. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E29.mp3 Podcast: Play in new window | Download (Duration: 1:34:21 — 43.2MB) Subscribe:...

Listen Now

PTE 2020-02 Discussion: EDU #2228

July 13, 2022

PTE 2020-02 Discussion: EDU #2228

Jim and Chris sit down to discuss the new Department of Labor rule titled, PTE 2020-02, regarding the rollover of retirement accounts. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E28.mp3 Podcast: Play in new window | Download (Duration: 1:22:13 — 37.6MB) Subscribe:...

Listen Now

Struggles Spending Down Nest Egg In Retirement: EDU #2225

June 22, 2022

Struggles Spending Down Nest Egg In Retirement: EDU #2225

Jim and Chris sit down to discuss a recent Barron’s article about retirees struggles to spend down their nest egg in retirement. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E25.mp3 Podcast: Play in new window | Download (Duration: 1:23:04 — 38.0MB) Subscribe:...

Listen Now

The Current Investment Market and Retirement: EDU #2224

June 15, 2022

The Current Investment Market and Retirement: EDU #2224

Jim and Chris sit down to discuss the current state of the investment market and how it potentially coincides with your retirement. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E24.mp3 Podcast: Play in new window | Download (Duration: 1:22:33 — 37.8MB) Subscribe:...

Listen Now

IRS Guidance On RMDs and The Secure Act Part 3: EDU #2223

June 8, 2022

IRS Guidance On RMDs and The Secure Act Part 3: EDU #2223

Jim and Chris sit down to continue their discussion on the IRS’s proposed interpretations and implementations of the SECURE Act. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E23.mp3 Podcast: Play in new window | Download (Duration: 1:05:03 — 29.8MB) Subscribe:...

Listen Now

Check out the background of firms and investment professionals on SEC’s Adviser Info Page.

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.