All About Trusts: EDU #2205

February 2, 2022

All About Trusts: EDU #2205

Jim and Chris sit down to discuss and focus on the frequently asked questions relating to estate planning and Trusts. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E05.mp3 Podcast: Play in new window | Download (Duration: 1:16:56 — 35.2MB) Subscribe:...

Listen Now

Irrevocable Life Insurance Trusts After The Build Back Better Act: EDU #2142

October 20, 2021

Irrevocable Life Insurance Trusts After The Build Back Better Act: EDU #2142

Jim and Chris sit down to discuss irrevocable life insurance trusts (ILITs) after provisions of the Build Back Better Act. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E42.mp3 Podcast: Play in new window | Download (Duration: 57:57 — 26.5MB) Subscribe:...

Listen Now

Social Security Questions, A Correction, Retirement Accounts, and Trusts: Q&A #2020

May 16, 2020

Social Security Questions, A Correction, Retirement Accounts, and Trusts: Q&A #2020

Jim and Chris continue to tackle questions about Social Security, traditional vs. Roth IRAs, and trusts.  They also discuss a listener’s correction to a previous podcast episode. (4:20) An Illinois listener wonders how to communicate his updated address and phone number to Social Security. (7:00) Another Illinois listener wonders if he could collect full disability Social Security benefits...

Listen Now

Q&A: Living Trust as Beneficiary and Bucketing

February 2, 2019

Q&A: Living Trust as Beneficiary and Bucketing

Join the guys as they answer questions from listeners in Indiana and Michigan on using a Revocable Living Trust as a beneficiary. Jim and Chris also respond to two more listener questions on the “bucket” approach to retirement savings. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y19E04.mp3 Podcast: Play in new window...

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.