Edu: Required Minimum Distributions

January 23, 2019

Edu: Required Minimum Distributions

Join Jim and Chris as they explain the nuances of Required Minimum Distributions (RMDs), or as they prefer to call them – Required Income Distributions. They look at important details you should know about RMDs, including what to do if you miss one. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E03.mp3 Podcast: Play in new...

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Edu: Qualified Charitable Distributions

November 28, 2018

A California listener’s email got Jim thinking about how Qualified Charitable Distributions (QCDs) can be used to lower the tax burden of some retirees. So, tune in as the guys take an in-depth look at QCDs this week. http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y18E10.mp3 Podcast: Play in new window | Download () Subscribe:...

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Q & A: Inherited 401k and IRA Rules

September 15, 2018

Inherited accounts can be tricky to understand. In this question and answer show Jim and Chris answer listener questions about properly transferring and titling of an Inherited 401k, taking RMDs from an Inherited IRA, and more. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-09-15-2018-Podcast.mp3 Podcast: Play in new window | Download...

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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.