IRS Guidance On RMDs and The Secure Act Part 2: EDU #2222

June 1, 2022

IRS Guidance On RMDs and The Secure Act Part 2: EDU #2222

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/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E22.mp3 Podcast: Play in new window | Download (Duration: 1:09:41 — 31.9MB) Subscribe:...

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Ed Slott Group Conference Topics: EDU #2220

May 18, 2022

Ed Slott Group Conference Topics: EDU #2220

Jim and Chris sit down to discuss a couple of interesting topics that Jim learned about at the recent Ed Slott group conference. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E20.mp3 Podcast: Play in new window | Download (Duration: 1:09:19 — 31.7MB) Subscribe:...

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Things Everyone Should Know About Social Security: EDU #2219

May 11, 2022

Things Everyone Should Know About Social Security: EDU #2219

Chris sits down on his lonesome to discuss the basics and things everyone should know about Social Security. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E19.mp3 Podcast: Play in new window | Download (Duration: 49:54 — 22.8MB) Subscribe:...

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The 4% Rule: EDU #2216

April 20, 2022

The 4% Rule: EDU #2216

Jim and Chris discuss a Wall Street Journal article about the 4% safe withdrawal approach to retirement and why they don’t believe in it. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E16.mp3 Podcast: Play in new window | Download (Duration: 1:30:15 — 41.3MB) Subscribe:...

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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/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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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.