464 Episodo

  1. Social Security, Roth Conversion Taxes, and Beneficiaries: Q&A #2131

    Publicado: 31/7/2021

  2. Tax Impacts Of Investing In Real Estate: EDU #2130

    Publicado: 28/7/2021

  3. Social Security, Reserve Funds, ACA Credits, and Inheritance: Q&A #2130

    Publicado: 24/7/2021

  4. Owning Real Estate In An IRA: EDU #2129

    Publicado: 21/7/2021

  5. Social Security, Inheritance, and MDF Coverage: Q&A #2129

    Publicado: 17/7/2021

  6. Inflation Adjusted Securities: EDU #2128

    Publicado: 14/7/2021

  7. Tax Questions With A Twist: Q&A #2128

    Publicado: 10/7/2021

  8. Everything IRMAA: EDU #2127

    Publicado: 7/7/2021

  9. Social Security, Gifting, and MYGA Annuities: Q&A #2127

    Publicado: 3/7/2021

  10. Tax Strategy Considerations: EDU #2126

    Publicado: 30/6/2021

  11. Taxes, IRAs, Gifting, and IRMAA: Q&A #2126

    Publicado: 26/6/2021

  12. Provisions of the Securing a Strong Retirement Act: EDU #2125

    Publicado: 23/6/2021

  13. Social Security, Gifting, Pensions, and Taxable Account Diversification: Q&A #2125

    Publicado: 19/6/2021

  14. Gifting While Alive: EDU #2124

    Publicado: 16/6/2021

  15. Social Security, Roth IRAs, Legacy Businesses, RMDs, Medicare, and Beneficiaries: Q&A #2124

    Publicado: 12/6/2021

  16. Trusts As Beneficiaries of an IRA in a Post-SECURE Act World: EDU #2123

    Publicado: 9/6/2021

  17. Social Security, IRA Rollovers, QCDs, and IRA Beneficiaries: Q&A #2123

    Publicado: 5/6/2021

  18. Retirement Distribution Strategies Discussion: EDU #2122

    Publicado: 2/6/2021

  19. Social Security, IRAs, and Backdoor Roth Contributions: Q&A #2122

    Publicado: 29/5/2021

  20. Whether To Work and Where To Live In Retirement: EDU #2121

    Publicado: 26/5/2021

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What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANCIAL PLANNER™ Professional, offer real-world knowledge on a diverse range of topics including Social Security planning, investing for your retirement, the fundamentals of 401(k) and IRA accounts. Jim and Chris make learning about your retirement both educational and entertaining! 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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