SECURE Act Updates: EDU #2446

November 13, 2024

SECURE Act Updates: EDU #2446

Jim and Chris sit down for another EDU show discussing updates to the SECURE Act that Jim brought back from the recent Ed Slott conference. https://media.blubrry.com/the_retirement_and_ira_show/s3.us-east-1.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E46.mp3 Podcast: Play in new window | Download (Duration: 59:46 — 27.4MB) Subscribe:...

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Stretch IRA Rules and More: EDU #2445

November 6, 2024

Stretch IRA Rules and More: EDU #2445

Jim and Chris sit down to discuss a few things Jim brought back from his recent Ed Slott conference including a discussion of ALAR (10-year RMD rule) and stretch IRAs. https://media.blubrry.com/the_retirement_and_ira_show/s3.us-east-1.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E45.mp3 Podcast: Play in new window | Download (Duration: 1:00:29 — 27.7MB) Subscribe:...

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Qualified Annuities and IRA Deep Dive: EDU #2443

October 23, 2024

Qualified Annuities and IRA Deep Dive: EDU #2443

Jim and Chris first talk about the “Qualified Annuity Stretch” before starting a deep dive into the IRA portion of “The Retirement and IRA Show” with a discussion of 9 of Ed Slott’s “top 23 questions advisors ask”. https://media.blubrry.com/the_retirement_and_ira_show/s3.us-east-1.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E43.mp3 Podcast:...

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Social Security, IRMAA, IRA To HSA Conversions, and 403(b)’s: Q&A #2346

November 18, 2023

Social Security, IRMAA, IRA To HSA Conversions, and 403(b)’s: Q&A #2346

Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, IRA to HSA conversions, and 403(b)’s. (7:30) George from Texas asks about the effects of when his wife decides to file for her Social Security benefits in relation to his own filing. (26:30) George in Ohio provides his own unique scenario and looks for clarification on how his IRMAA-related premiums...

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Owning An Annuity Inside An IRA: EDU #2326

June 28, 2023

Owning An Annuity Inside An IRA: EDU #2326

Jim and Chris sit down to discuss the considerations behind owning an annuity within an IRA and when it could be appropriate. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E26.mp3 Podcast: Play in new window | Download (Duration: 1:33:27 — 42.8MB) Subscribe:...

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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

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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.