Self-Funding LTC Expenses and Aging Assistance: EDU #2102

January 13, 2021

Self-Funding LTC Expenses and Aging Assistance: EDU #2102

Jim and Chris sit down with in-house long term care (LTC) expert, Greg Darden, to discuss self-funding LTC expenses and aging assistance. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E02.mp3 Podcast: Play in new window | Download (Duration: 1:30:33 — 41.4MB) Subscribe:...

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Spousal Benefits, Non-Deductible IRAs, MYGAs, and Mega Backdoor Roths: Q&A #2102

January 9, 2021

Spousal Benefits, Non-Deductible IRAs, MYGAs, and Mega Backdoor Roths: Q&A #2102

Jim and Chris discuss and answer listeners’ questions on Social Security Spousal Benefits, Non-Deductible IRAs, Multi-Year Guaranteed Annuities, and Mega Backdoor Roths. (5:42) A listener asks a question about Social Security Spousal Benefits. (16:25) A Pennsylvanian wants to know how conversions impact cost basis in Non-Deductible IRAs. (37:45) An Iowan would like more information on what...

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LTC Policies and Considerations: EDU #2101

January 6, 2021

LTC Policies and Considerations: EDU #2101

Jim and Chris sit down with in-house long term care (LTC) specialist, Greg Darden, to discuss different LTC policies and considerations. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E01.mp3 Podcast: Play in new window | Download (Duration: 1:30:30 — 41.4MB) Subscribe:...

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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.