Charitable Remainder Trusts Part 2: EDU #2504

January 22, 2025

Charitable Remainder Trusts Part 2: EDU #2504

Jim, Chris, and guest Paul Neiffer, CPA, continue their discussion on Charitable Remainder Trusts. They also answer listener questions related to CRTs, CRATs and CRUTs. https://media.blubrry.com/the_retirement_and_ira_show/s3.us-east-1.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y25E04.mp3 Podcast: Play in new window | Download (Duration: 1:28:34 — 40.5MB) Subscribe:...

Listen Now

Charitable Remainder Trusts Part 1: EDU #2451

December 18, 2024

Charitable Remainder Trusts Part 1: EDU #2451

 Jim and Chris welcome on another member of the JSA team – Paul Neiffer, CPA – to discuss Charitable Remainder Trusts. They dive into what they are and how you might use them. https://media.blubrry.com/the_retirement_and_ira_show/s3.us-east-1.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E51.mp3 Podcast: Play in new window | Download (Duration: 1:08:33 — 31.4MB)...

Listen Now

Social Security Child-in-Care, Disability, and Survivor Benefits; and Conduit Trusts: Q&A #2438

September 21, 2024

Social Security Child-in-Care, Disability, and Survivor Benefits; and Conduit Trusts: Q&A #2438

Jim and Chris sit down to discuss listener questions relating to Social Security Child-in-Care, Disability, and Survivor Benefits, as well as Conduit Trusts… (20:00) A listener asks if he qualifies for child-in-care benefit under his wife’s Social Security since he helps care for their disabled son, and if the son could be getting half of her Social Security. Chris also answers...

Listen Now

Social Security, Roth IRAs, Trusts, HSA Conversions, and MDF: Q&A #2419

May 11, 2024

Social Security, Roth IRAs, Trusts, HSA Conversions, and MDF: Q&A #2419

Jim and Chris discuss listener questions relating to Social Security, survivorship benefits, Roth IRAs, Trusts, HSA conversions, and MDF. (5:45) George looks for clarification on the Social Security survivorship benefits. (11:15) A listener asks about how much their Social Security benefit will be reduced by not working up to full retirement age. (19:45) George tries to get clarity on the 5-year...

Listen Now

Taxes, IRAs, Roth Conversions, Basis, and Trusts: Q&A #2413

March 30, 2024

Taxes, IRAs, Roth Conversions, Basis, and Trusts: Q&A #2413

Jim, Chris, and Paul discuss listener questions relating to taxes, IRAs, Roth conversions, basis, and Trusts. (12:00) Georgette asks a question on how to calculate her net of tax future IRA distributions correctly without being “double taxed” in her projections. (19:00) A listener looks for the teams thoughts on whether or not Roth conversions while in the 32% bracket could make...

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.