Roth Conversions, Inherited Stock, and Military Pensions: Q&A #2144

October 30, 2021

Roth Conversions, Inherited Stock, and Military Pensions: Q&A #2144

Chris sits down with in-house CPA, Bob Palechek, to discuss questions relating to Roth conversions, inherited stock shares, and taxation of military pensions. (4:00) A Kentucky listener looks for clarification on Roth conversions and the definition of net investment income. (27:45) A Pennsylvanian couple asks about estate planning and inheriting shares out of a brokerage account containing...

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Build Back Better Act Potential Tax Changes Continued: EDU #2139

September 29, 2021

Build Back Better Act Potential Tax Changes Continued: EDU #2139

Jim and Chris continue their discussion on potential changes in the tax code resulting from the proposed Build Back Better Act. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E39.mp3 Podcast: Play in new window | Download (Duration: 54:19 — 24.9MB) Subscribe:...

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Build Back Better Act Tax Planning Threats and Opportunities: EDU #2138

September 22, 2021

Build Back Better Act Tax Planning Threats and Opportunities: EDU #2138

Jim and Chris sit down to discuss a couple tax planning threats and opportunities for the newly proposed, Build Back Better Act. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E38.mp3 Podcast: Play in new window | Download (Duration: 1:17:02 — 35.3MB) Subscribe:...

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Taxes, Roth Conversions, and Savings Strategies: Q&A #2135

August 28, 2021

Taxes, Roth Conversions, and Savings Strategies: Q&A #2135

Chris and inhouse CPA, Bob Palechek sit down to discuss listeners questions relating taxes, selling tax-effected funds, and Roth conversions. (3:30) A Michigan listener looks for clarification on selling tax-effected funds and how it might effect Medicare Part B premiums. (23:00) An Alaskan listener asks for clarity regarding IRAs and Roth Conversions. (36:15) George asks about when to consider...

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Social Security, Reserve Funds, ACA Credits, and Inheritance: Q&A #2130

July 24, 2021

Social Security, Reserve Funds, ACA Credits, and Inheritance: Q&A #2130

Jim and Chris sit down to discuss listeners questions relating to Social Security, reserve funds, ACA tax credits, and leaving an IRA as inheritance. (3:15) Georgette from New York looks for advice on when to claim her own Social Security benefit and when to file for a spousal benefit. (21:00) Georgette from New York asks a second question about how much money to keep in liquid funds in case the...

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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.