Secure Act 2.0 Updates and Clarification Part 4: EDU #2321

May 24, 2023

Secure Act 2.0 Updates and Clarification Part 4: EDU #2321

Jim and Chris finalize their discussion on the Secure Act 2.0 and provide guidance on the various updates/interpretations currently available. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E21.mp3 Podcast: Play in new window | Download (Duration: 1:16:33 — 35.0MB) Subscribe:...

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Secure Act 2.0 Updates and Clarification Part 3: EDU #2320

May 17, 2023

Secure Act 2.0 Updates and Clarification Part 3: EDU #2320

Jim and Chris continue their discussion on the Secure Act 2.0 and provide guidance on the various updates/interpretations currently available.   https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E20.mp3 Podcast: Play in new window | Download (Duration: 1:08:47 — 31.5MB) Subscribe:...

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Secure Act 2.0 Updates and Clarification Continued: EDU #2319

May 10, 2023

Secure Act 2.0 Updates and Clarification Continued: EDU #2319

Jim and Chris sit down to continue their discussion/review of the updated information regarding the Secure Act 2.0. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E19.mp3 Podcast: Play in new window | Download (Duration: 1:02:44 — 28.7MB) Subscribe:...

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Secure Act 2.0 Updates and Clarification: EDU #2318

May 3, 2023

Secure Act 2.0 Updates and Clarification: EDU #2318

Jim and Chris sit down to discuss/review some updated information and clarification regarding the Secure Act 2.0. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E18.mp3 Podcast: Play in new window | Download (Duration: 1:23:47 — 38.4MB) Subscribe:...

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Social Security, 401(a)’s, RMDs, Taxes, and 401(k) Loans: Q&A #2302

January 14, 2023

Social Security, 401(a)’s, RMDs, Taxes, and 401(k) Loans: Q&A #2302

Jim and Chris sit down to discuss listeners questions regarding Social Security, 401(a)’s, RMDs, taxes and 401(k) loans. (10:30) A listener from New Jersey asks a couple of general questions to try and understand some additional facts about Social Security. (25:30) A listener from Colorado looks for help with calculating an accurate projection for their age 70 Social Security benefit given...

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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.