Social Security, Life Insurance, and Taxes: Q&A #2314

April 8, 2023

Social Security, Life Insurance, and Taxes: Q&A #2314

Jim and Chris sit down to discuss listeners questions regarding spousal Social Security benefits, life insurance, and taxes. (9:45) A listener looks for clarification on his wives spousal Social Security benefit. (20:30) A listener wonders about the maximum family benefit and it’s impact on their Social Security situation. (38:15) A listener in Pennsylvania looks for an opinion on gifting...

Listen Now

Social Security Survivor Benefits, Roth Conversions, Taxes, Rollovers, and Inherited 401(k)’s: Q&A #2310

March 11, 2023

Social Security Survivor Benefits, Roth Conversions, Taxes, Rollovers, and Inherited 401(k)’s: Q&A #2310

Jim and Chris sit discuss questions relating to Social Security survivor benefits, Roth conversions, taxes, rollovers, and inherited 401(k)’s. (10:15) A listener asks about Social Security survivor benefits and the ability to turn survivor benefits back on after giving them up previously. (17:15) A listener from New York asks if claiming a spousal benefit before full retirement age reduces...

Listen Now

Questions Relating To Taxes: EDU #2250

December 14, 2022

Questions Relating To Taxes: EDU #2250

Jim, Chris, and in-house CPA, Bob Palechek sit down to discuss listeners questions regarding a variety of tax topics. (18:00) Georgette from Ohio looks for clarification on the wash sale rules. (37:15) A listeners wonders about the best time to claim Social Security and the timing for some potential Roth conversions. (54:30) A listener asks if they can still make a deductible HSA contribution...

Listen Now

Tax Court Case Resolution and Discussion: EDU #2243

October 26, 2022

Tax Court Case Resolution and Discussion: EDU #2243

Jim and Chris sit down to discuss a tax court case that has finally come to resolution regarding IRAs. The case memo is: 2020-69.     https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E43.mp3 Podcast: Play in new window | Download (Duration: 1:05:31 — 29.6MB) Subscribe:...

Listen Now

Social Security and Inherited IRAs: Q&A #2235

August 27, 2022

Social Security and Inherited IRAs: Q&A #2235

Jim and Chris sit down to discuss listener questions relating to Social Security and inherited IRAs. (4:00) A Connecticut listener asks about counting Social Security earnings history prior to the age of 22. (12:30) A listener from Washington looks for clarification on the amount of a Social Security survivor benefit. (15:45) An Illinois listener follows-up on a previously answered question...

Listen Now

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.