The Retirement and IRA Show
Ein Podcast von Jim Saulnier, CFP® & Chris Stein, CFP®
464 Folgen
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Tax Specific Questions: Q&A #2121
Vom: 22.5.2021 -
Financial Planning and Taxes: EDU #2120
Vom: 19.5.2021 -
Social Security, Cash Balance Plans, Pensions, and The Pro-Rata Rule: Q&A #2120
Vom: 15.5.2021 -
IRS Tax Court Cases and PLRs: EDU #2119
Vom: 12.5.2021 -
Social Security, Backdoor Roth Contributions, Taxes, LTC, and RMDs: Q&A #2119
Vom: 8.5.2021 -
Recapping Ed Slott Training Topics: EDU #2118
Vom: 5.5.2021 -
Social Security, Roth Conversions, Taxes, Mortgages, and IRA Rollovers: Q&A #2118
Vom: 1.5.2021 -
Tax Efficiencies of ETFs vs. Mutual Funds: EDU #2117
Vom: 28.4.2021 -
Social Security, Fraud Protection, LTC, and Deferred Income Annuities: Q&A #2117
Vom: 24.4.2021 -
Reverse Mortgages Continued: EDU #2116
Vom: 21.4.2021 -
Social Security, Roth IRA Contributions, TIPS, Life Insurance, Cost Basis, and Roth Conversions: Q&A #2116
Vom: 17.4.2021 -
Updated RMD Rules and Reverse Mortgages: EDU #2115
Vom: 14.4.2021 -
Retirement Benefits, Social Security, Annuities, and QLACs: Q&A #2115
Vom: 10.4.2021 -
The Issue With Trusts As Beneficiaries on IRAs: EDU #2114
Vom: 7.4.2021 -
Social Security, Tax Credits, Step-Up in Basis, VATs, Rollover IRAs, and LTC: Q&A #2114
Vom: 3.4.2021 -
Your Tax Questions Answered: EDU #2113
Vom: 31.3.2021 -
Social Security, Roth Conversions, and LTC: Q&A #2113
Vom: 27.3.2021 -
Biden Administration’s Tax Proposal Discussion: EDU #2112
Vom: 24.3.2021 -
Social Security, Delayed Retirement Credits, IRD, CRDs, and Commission-Free Annuities: Q&A #2112
Vom: 20.3.2021 -
Successor Beneficiaries For IRAs: EDU #2111
Vom: 17.3.2021
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
