Roth Conversions, RMDs, Social Security, and Retirement Planning: Q&A #2231

July 30, 2022

Roth Conversions, RMDs, Social Security, and Retirement Planning: Q&A #2231

Jim and Chris sit down to discuss listeners questions relating to Roth conversions, RMDs, Social Security and retirement planning. (7:00) A Texan listener makes a comment about 1035 exchanges. (10:30) A listener from Seattle looks for quick clarification on a Roth conversion question. (14:50) George from New Jersey asks about how his wife should handle taking an inherited IRA RMD for last year...

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Tax Mitigation, RMDs, and Roth Conversions: Q&A #2220

May 14, 2022

Tax Mitigation, RMDs, and Roth Conversions: Q&A #2220

Chris and Bob sit down to discuss listeners questions relating to tax mitigation, RMDs, and Roth conversions. (5:00) Georgette is wondering what she and her husband can do now to lower their tax burden in retirement. (19:00) An Iowan is looking for a strategy to reduce their future Required Minimum Distributions (RMDs). (31:30) A listener asks a question about which accounts they should draw...

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Social Security WEP/GPO, Roth Conversions, and Annuities: Q&A #2217

April 23, 2022

Social Security WEP/GPO, Roth Conversions, and Annuities: Q&A #2217

Jim and Chris discuss questions relating to Social Security WEP/GPO, child-in-care, spousal benefits, Roth conversions, and annuities. (12:00) George from North Carolina looks for clarification on his wives Social Security benefit and the affects of WEP/GPO. (22:15) A listener asks about their possible benefits for Social Security spousal, child-in-care, and family maximum benefits given their...

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WEP, Social Security, Annuities, and Roth Conversions: Q&A #2214

April 2, 2022

WEP, Social Security, Annuities, and Roth Conversions: Q&A #2214

Jim and Chris sit down to discuss listener questions relating to WEP, Social Security, annuities, Roth conversions, and taxes. (2:30) George from California has a question about WEP and whether or not he should try to earn a few more Social Security credits. (20:00) George from Pennsylvania looks for clarification on purchasing an annuity with IRA money. (34:00) A listener from Massachusetts...

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Social Security, Beneficiaries, Accidental Rollovers, and Trusts: Q&A #2211

March 12, 2022

Social Security, Beneficiaries, Accidental Rollovers, and Trusts: Q&A #2211

Jim and Chris sit down to discuss listener questions regarding Social Security, beneficiaries, accidental rollovers, and Trusts. (3:15) A Michigan listener looks for clarification on the timing of potentially claiming a spousal Social Security benefit. (12:45) George from New York asks about beneficiaries and the concept of disclaiming inherited assets. (29:45) A listener looks for advice on an...

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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.