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Posts Tagged "Secure Act 2.0"
May 3, 2023
Jim and Chris sit down to discuss/review some updated information and clarification regarding the Secure Act 2.0. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E18.mp3 Podcast: Play in new window | Download (Duration: 1:23:47 — 38.4MB) Subscribe:...
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January 14, 2023
Jim and Chris sit down to discuss listeners questions regarding Social Security, 401(a)’s, RMDs, taxes and 401(k) loans. (10:30) A listener from New Jersey asks a couple of general questions to try and understand some additional facts about Social Security. (25:30) A listener from Colorado looks for help with calculating an accurate projection for their age 70 Social Security benefit given...
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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
© 2025, Jim Saulnier & Associates All rights reserved.
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
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