Social Security, SSA-44, Secure Act 2.0, and Income Annuities: Q&A #2337

September 16, 2023

Social Security, SSA-44, Secure Act 2.0, and Income Annuities: Q&A #2337

Jim and Chris sit down to discuss listener questions relating to Social Security, SSA-44, Secure Act 2.0, and income annuities. (6:45) A Virginian listener mentions a personal experience with personal and spousal Social Security benefits and asks for clarification on the exact rules. (27:30) George from Virginia asks if you have to file the form SSA-44 twice for each year in the two year...

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Secure Act 2.0 Updates and Clarification Part 5: EDU #2322

May 31, 2023

Secure Act 2.0 Updates and Clarification Part 5: EDU #2322

Jim and Chris sit down to wrap up their discussion on the Secure Act 2.0 updates. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E22.mp3 Podcast: Play in new window | Download (Duration: 1:09:51 — 32.0MB) Subscribe:...

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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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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.