All About Trusts: EDU #2205

February 2, 2022

All About Trusts: EDU #2205

Jim and Chris sit down to discuss and focus on the frequently asked questions relating to estate planning and Trusts. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E05.mp3 Podcast: Play in new window | Download (Duration: 1:16:56 — 35.2MB) Subscribe:...

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Trusts As Beneficiaries of an IRA in a Post-SECURE Act World: EDU #2123

June 9, 2021

Trusts As Beneficiaries of an IRA in a Post-SECURE Act World: EDU #2123

Jim and Chris sit down to discuss seven considerations to think about when naming a trust as a beneficiary of an IRA in a post-SECURE Act world. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E23.mp3 Podcast: Play in new window | Download (Duration: 1:21:35 — 37.3MB) Subscribe:...

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Q&A: Roth 403b rules, Spousal Benefits, Trusts, and 401k Beneficiaries

April 20, 2019

Q&A: Roth 403b rules, Spousal Benefits, Trusts, and 401k Beneficiaries

Wondering in what ways a Roth 403b rules differ from a Roth IRA and how that might affect your retirement plans? Jim and Chris answer a question about early Roth 403b withdrawals from a Washington listener. The guys also tackle a couple more Trust questions from Texas listeners- one regarding using a Trust as a 401k Beneficiary and one about assessing whether potential beneficiaries need the...

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Q&A: Roth Beneficiaries, SS Benefits, and Cost Basis

April 6, 2019

Q&A: Roth Beneficiaries, SS Benefits, and Cost Basis

Another week and another round of great listener questions! Jim and Chris address an Indiana listener’s question about using a Trust as a Roth IRA Beneficiary and another listener’s question about the cost basis and capital gains on a stock sale. The guys also answer several listener questions about Social Security Benefits, including a live caller’s, from New Hampshire, on...

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Edu: Trusts and Naming IRA Beneficiaries (Part 4)

April 3, 2019

Edu: Trusts and Naming IRA Beneficiaries (Part 4)

Peter Scott, Estate Planning Attorney, joins Jim and Chris to further discuss the issues to consider when naming a Trust as an IRA Beneficiaries. This time they explore the operational aspects of Trusts and IRA beneficiaries. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E12.mp3 Podcast: Play in new window | Download (Duration:...

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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.