The Retirement and IRA Show
Ein Podcast von Jim Saulnier, CFP® & Chris Stein, CFP®
464 Folgen
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Social Security, Roth Conversion Taxes, and Beneficiaries: Q&A #2131
Vom: 31.7.2021 -
Tax Impacts Of Investing In Real Estate: EDU #2130
Vom: 28.7.2021 -
Social Security, Reserve Funds, ACA Credits, and Inheritance: Q&A #2130
Vom: 24.7.2021 -
Owning Real Estate In An IRA: EDU #2129
Vom: 21.7.2021 -
Social Security, Inheritance, and MDF Coverage: Q&A #2129
Vom: 17.7.2021 -
Inflation Adjusted Securities: EDU #2128
Vom: 14.7.2021 -
Tax Questions With A Twist: Q&A #2128
Vom: 10.7.2021 -
Everything IRMAA: EDU #2127
Vom: 7.7.2021 -
Social Security, Gifting, and MYGA Annuities: Q&A #2127
Vom: 3.7.2021 -
Tax Strategy Considerations: EDU #2126
Vom: 30.6.2021 -
Taxes, IRAs, Gifting, and IRMAA: Q&A #2126
Vom: 26.6.2021 -
Provisions of the Securing a Strong Retirement Act: EDU #2125
Vom: 23.6.2021 -
Social Security, Gifting, Pensions, and Taxable Account Diversification: Q&A #2125
Vom: 19.6.2021 -
Gifting While Alive: EDU #2124
Vom: 16.6.2021 -
Social Security, Roth IRAs, Legacy Businesses, RMDs, Medicare, and Beneficiaries: Q&A #2124
Vom: 12.6.2021 -
Trusts As Beneficiaries of an IRA in a Post-SECURE Act World: EDU #2123
Vom: 9.6.2021 -
Social Security, IRA Rollovers, QCDs, and IRA Beneficiaries: Q&A #2123
Vom: 5.6.2021 -
Retirement Distribution Strategies Discussion: EDU #2122
Vom: 2.6.2021 -
Social Security, IRAs, and Backdoor Roth Contributions: Q&A #2122
Vom: 29.5.2021 -
Whether To Work and Where To Live In Retirement: EDU #2121
Vom: 26.5.2021
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
