Social Security, Beneficiaries, Accidental Rollovers, and Trusts: Q&A #2211

March 12, 2022

Social Security, Beneficiaries, Accidental Rollovers, and Trusts: Q&A #2211

Jim and Chris sit down to discuss listener questions regarding Social Security, beneficiaries, accidental rollovers, and Trusts. (3:15) A Michigan listener looks for clarification on the timing of potentially claiming a spousal Social Security benefit. (12:45) George from New York asks about beneficiaries and the concept of disclaiming inherited assets. (29:45) A listener looks for advice on an...

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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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Child-In-Care Benefits, Trusts, Disability Benefits, and The Rule Of 55: Q&A #2205

January 29, 2022

Child-In-Care Benefits, Trusts, Disability Benefits, and The Rule Of 55: Q&A #2205

Jim and Chris discuss questions relating to Child-In-Care benefits, Trusts as beneficiaries, Social Security disability benefits, and the rule of 55. (5:00) A listener looks for clarification regarding the Child-In-Case Spousal Social Security benefit. (16:30) A listener asks about 401(k) beneficiary distributions and listing a secondary beneficiary as a Trust. (53:30) George from Connecticut...

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SPIAs, CRATs, CRUTs, and IRAs: EDU #2151

December 22, 2021

SPIAs, CRATs, CRUTs, and IRAs: EDU #2151

Jim and Chris sit down to discuss a listener prompted topic regarding secure income via SPIAs, CRATs, CRUTs, and automatic IRA distributions. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E51.mp3 Podcast: Play in new window | Download (Duration: 1:04:59 — 29.8MB) Subscribe:...

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Social Security, Inherited Roth IRAs, SEP IRAs, Disability Pay, and Trusts As Beneficiaries: Q&A #2149

December 4, 2021

Social Security, Inherited Roth IRAs, SEP IRAs, Disability Pay, and Trusts As Beneficiaries: Q&A #2149

Jim and Chris discuss questions relating to Social Security, inherited Roth IRAs, SEP IRAs, disability pay, and trusts as beneficiaries. (11:15) George from Michigan looks for clarification on Social Security spousal benefits. (21:15) A listener lists his concerns for spousal inheritance of a Roth IRA. (24:15) A listener asks about opening a SEP IRA to contribute an additional 20% of their net...

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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.