The Retirement and IRA Show
Ein Podcast von Jim Saulnier, CFP® & Chris Stein, CFP®
464 Folgen
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Social Security, Roth Conversions, Pro-Rata Rules, and Lump-Sum Pensions: Q&A #2141
Vom: 9.10.2021 -
Special Guest, Dr. Wade Pfau: EDU #2140
Vom: 6.10.2021 -
Social Security, Trusts, Creditor Protection, Roth Conversions, and Pensions: Q&A #2140
Vom: 2.10.2021 -
Build Back Better Act Potential Tax Changes Continued: EDU #2139
Vom: 29.9.2021 -
Auxiliary Benefits, Simple Retirement Plans, QPRTs, and General Insurance Structures: Q&A #2139
Vom: 25.9.2021 -
Build Back Better Act Tax Planning Threats and Opportunities: EDU #2138
Vom: 22.9.2021 -
Social Security, Inherited IRAs, TIPS, and Annuities: Q&A #2138
Vom: 18.9.2021 -
Spending Money In Retirement: EDU #2137
Vom: 15.9.2021 -
Social Security, Retiree Portfolios, Property Decisions, and Minimum Dignity Floor Coverage: Q&A #2137
Vom: 11.9.2021 -
Discussing The Financial Planning Magazine: EDU #2136
Vom: 8.9.2021 -
Social Security, Inherited Roth IRAs, DIAs, Roth Conversions, and Durable Powers of Attorney: Q&A #2136
Vom: 4.9.2021 -
Pension Income Questions: EDU #2135
Vom: 1.9.2021 -
Taxes, Roth Conversions, and Savings Strategies: Q&A #2135
Vom: 28.8.2021 -
Planning Considerations For Millennial’s: EDU #2134
Vom: 25.8.2021 -
Social Security, MYGAs, Conflicts of Interest, the Minimum Dignity Floor, and QLACs: Q&A #2134
Vom: 21.8.2021 -
The History Behind Gift and Estate Taxes: EDU #2133
Vom: 18.8.2021 -
Social Security, WEP, TSPs, Roth Conversions, Special Needs Trusts, and RMDs: Q&A #2133
Vom: 14.8.2021 -
Three Types Of Beneficiaries: EDU #2132
Vom: 11.8.2021 -
Social Security, Gift Tax, and Life Insurance Proceeds: Q&A #2132
Vom: 7.8.2021 -
Conflicting Financial Advice: EDU #2131
Vom: 4.8.2021
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
