The Retirement and IRA Show
Ein Podcast von Jim Saulnier, CFP® & Chris Stein, CFP®
464 Folgen
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Social Security, CARES Act, Roth Conversions, and Retirement Planning: Q&A #2230
Vom: 23.7.2022 -
Learning From A Listeners Email: EDU #2229
Vom: 20.7.2022 -
DSUE, Social Security, Trusts, and Pensions: Q&A #2229
Vom: 16.7.2022 -
PTE 2020-02 Discussion: EDU #2228
Vom: 13.7.2022 -
Social Security, Inherited IRAs, and Buffered ETFs: Q&A #2228
Vom: 9.7.2022 -
Discussing IRMAA: EDU #2227
Vom: 6.7.2022 -
Social Security, Lump Sum Pensions, and Deferred Annuities: Q&A #2227
Vom: 2.7.2022 -
Fee Based Annuities: EDU #2226
Vom: 29.6.2022 -
Social Security Benefits and Fixed-Indexed Annuities: Q&A #2226
Vom: 25.6.2022 -
Struggles Spending Down Nest Egg In Retirement: EDU #2225
Vom: 22.6.2022 -
Social Security, Roth Conversions, and Mortality Credits: Q&A #2225
Vom: 18.6.2022 -
The Current Investment Market and Retirement: EDU #2224
Vom: 15.6.2022 -
Social Security, IRA Recharacterizations, and Annuities: Q&A #2224
Vom: 11.6.2022 -
IRS Guidance On RMDs and The Secure Act Part 3: EDU #2223
Vom: 8.6.2022 -
Backdating Social Security Benefits, IRA Contribution Recharacterizations, and RMDs: Q&A #2223
Vom: 4.6.2022 -
IRS Guidance On RMDs and The Secure Act Part 2: EDU #2222
Vom: 1.6.2022 -
Social Security, The SECURE Act, SSDI, and 401(k) Investments: Q&A #2222
Vom: 28.5.2022 -
IRS Guidance On RMDs and The Secure Act Part 1: EDU #2221
Vom: 25.5.2022 -
Social Security, Rollovers, Taxes, and FERS: Q&A #2221
Vom: 21.5.2022 -
Ed Slott Group Conference Topics: EDU #2220
Vom: 18.5.2022
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
