Five Alternatives to the Stretch IRA: EDU #2032

August 12, 2020

Five Alternatives to the Stretch IRA: EDU #2032

Jim and Chris discuss the elimination of the stretch IRA and provide five alternative strategies to utilize in its place. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E32.mp3 Podcast: Play in new window | Download (Duration: 1:25:15 — 37.1MB) Subscribe:...

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Planning Opportunities Due To the Death of the Stretch IRA: EDU #2017

April 29, 2020

Planning Opportunities Due To the Death of the Stretch IRA: EDU #2017

Jim and Chris discuss a topic brought to us from a listener’s email:  what are some planning opportunities that might exist because of the death of the stretch IRA? https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E17.mp3 Podcast: Play in new window | Download (Duration: 1:48:12 — 49.5MB) Subscribe:...

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Alternatives to the Stretch IRA: EDU #2002

January 15, 2020

Alternatives to the Stretch IRA: EDU #2002

Today Jim and Chris discuss the “work-arounds,” or alternatives to the Stretch IRA.  In past shows they’ve talked about the death of the Stretch IRA, and in particular with this episode they’ll dive into the new beneficiary category: the eligible designated beneficiary....

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The SECURE Act Part 2 – The Death of the Stretch IRA: EDU #2001

January 8, 2020

The SECURE Act Part 2 – The Death of the Stretch IRA: EDU #2001

Jim and Chris welcome the New Year (already a week in!) with a second part to their SECURE Act topic: in particular, how the SECURE Act impacts existing trusts that have been named beneficiaries to an IRA. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E47.mp3 Podcast: Play in new window | Download (Duration: 1:10:10 —...

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Annuities within Stretch IRA, 10-Yr Rule, Roth Conversions, SS Benefits: Q&A #1942

November 2, 2019

Annuities within Stretch IRA, 10-Yr Rule, Roth Conversions, SS Benefits: Q&A #1942

Jim and Chris address the topics of the 10-Year Rule, annuities within a stretch IRA, Roth Conversions, and if Social Security benefits are affected by remarriage. (18:15) A listener from Georgia asks how specific the 10-year rule is. (23:45) A Floridian asks how annuities are affected if a stretch IRA goes away. (33:00) A Tennessee listener seeks wisdom when considering paying the taxes on a...

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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.