The Retirement and IRA Show
Ein Podcast von Jim Saulnier, CFP® & Chris Stein, CFP®
464 Folgen
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Medicare Enrollment, Social Security, and Estate Taxes: Q&A #2504
Vom: 25.1.2025 -
Charitable Remainder Trusts Part 2: EDU #2504
Vom: 22.1.2025 -
Contributions, Social Security, 415 Limits, and Beneficiaries: Q&A #2503
Vom: 18.1.2025 -
“Super-Catchup” Retirement Plan Contributions: EDU #2503
Vom: 15.1.2025 -
Social Security, Inherited Roth IRAs, Inherited IRA RMDs, and Roth Withdrawals: Q&A #2502
Vom: 11.1.2025 -
Retirement Planning Dialogue: EDU #2502
Vom: 8.1.2025 -
Spousal Benefits, IRMAA, Step-Up Basis, Family Maximums, Beneficiaries, and Inheritances: Q&A #2501
Vom: 4.1.2025 -
Developing Confidence With Retirement Spending: EDU #2501
Vom: 1.1.2025 -
Social Security Benefits, IRMAA, RMDs, Annuities, and Beneficiaries: Q&A #2452
Vom: 28.12.2024 -
Individualized Retirement Planning Strategies: EDU #2452
Vom: 25.12.2024 -
IRMAA, 457b, QCDs, and Roth Conversions: Q&A #2451
Vom: 21.12.2024 -
Charitable Remainder Trusts Part 1: EDU #2451
Vom: 18.12.2024 -
IRMAA, Spousal Benefits, IRA Withdrawals, QCDs, and Roth Contributions: Q&A #2450
Vom: 14.12.2024 -
Retirement Planning Philosophy and Process Dialog: EDU #2450
Vom: 11.12.2024 -
Family Maximum Benefit, Means Test, QCDs, Tax Strategies, and SPIA Income: Q&A #2449
Vom: 7.12.2024 -
Common Estate Planning Mistakes: EDU #2449
Vom: 4.12.2024 -
Social Security, Annuity RMDs, and Being a CFP: Q&A #2448
Vom: 30.11.2024 -
60-day Rollover Conversion Strategy: EDU #2448
Vom: 27.11.2024 -
Earnings Test, IRMAA, Survivor Benefits, 529 Plans, and SPIAs: Q&A #2447
Vom: 23.11.2024 -
Roth Conversions and RMDs: EDU #2447
Vom: 20.11.2024
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
