The Retirement and IRA Show
Ein Podcast von Jim Saulnier, CFP® & Chris Stein, CFP®
464 Folgen
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Roth Conversions, Backdoor Contributions, and Social Security Taxation/COLA: Q&A #2210
Vom: 5.3.2022 -
Why We Manage Assets Our Way Part 4: EDU #2209
Vom: 2.3.2022 -
Social Security, The Five Year Rule, Pensions, and Rollovers: Q&A #2209
Vom: 26.2.2022 -
Why We Manage Assets Our Way Part 3: EDU #2208
Vom: 23.2.2022 -
Tax Diversification, Roth Conversions, and IRMAA: Q&A #2208
Vom: 19.2.2022 -
Why We Manage Assets Our Way Part 2: EDU #2207
Vom: 16.2.2022 -
Social Security, RMD Taxes, Trusts, and Roth Conversions: Q&A #2207
Vom: 12.2.2022 -
Why We Manage Assets Our Way: EDU #2206
Vom: 9.2.2022 -
Social Security, Roth conversions, and 403(b) Accounts: Q&A #2206
Vom: 5.2.2022 -
All About Trusts: EDU #2205
Vom: 2.2.2022 -
Child-In-Care Benefits, Trusts, Disability Benefits, and The Rule Of 55: Q&A #2205
Vom: 29.1.2022 -
Market Volatility and Spending In Retirement: EDU #2204
Vom: 26.1.2022 -
Social Security, 403(b)s, Roth IRAs, Conversions, and Investing: Q&A #2204
Vom: 22.1.2022 -
Excess Roth IRA Contributions: EDU #2203
Vom: 19.1.2022 -
Survivor Benefits, WEP, Estate Tax, DAFs, and QLACs: Q&A #2203
Vom: 15.1.2022 -
Qualified Charitable Distributions (QCDs): EDU #2202
Vom: 12.1.2022 -
QCDs, Inherited IRAs, Contribution Limits, and Capital Gains Tax: Q&A #2202
Vom: 8.1.2022 -
210 Advanced Tax Planning: EDU #2201
Vom: 5.1.2022 -
Social Security, Spending In Retirement, and The BBB Act: Q&A #2201
Vom: 1.1.2022 -
Addressing Tax-Focused Questions: EDU #2152
Vom: 29.12.2021
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
