The Retirement and IRA Show
Ein Podcast von Jim Saulnier, CFP® & Chris Stein, CFP®
464 Folgen
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Taxes, Roth Conversions/Contributions, Hardship Exceptions, and Inherited IRAs: Q&A #2101
Vom: 31.12.2020 -
Medical Issues, LTC, and Retirement Planning: EDU #2051
Vom: 30.12.2020 -
Social Security, IRMAA, Home Equity, and LTC: Q&A #2051
Vom: 19.12.2020 -
Non-Financial Retirement Issues: EDU #2050
Vom: 16.12.2020 -
IRAs, Social Security, ERISA Rules, and Roth Conversions: Q&A #2050
Vom: 12.12.2020 -
Tax Brackets and Income Stacks: EDU #2049
Vom: 9.12.2020 -
Social Security and RMDs: Q&A #2049
Vom: 5.12.2020 -
Social Security and WINDEX: EDU #2048
Vom: 2.12.2020 -
Social Security, Rollover Options, and IRA Conversions: Q&A #2047
Vom: 21.11.2020 -
Coronavirus Related Distributions (CRDs) Part 1: EDU #2046
Vom: 18.11.2020 -
Social Security “Grace Years”, IRAs, QCDs, RMDs, and Taxes: Q&A #2046
Vom: 14.11.2020 -
Roth Conversions and “210 Considerations”: EDU #2045
Vom: 11.11.2020 -
Spousal Benefits, Social Security, Indexed Universal Life policies, and Backdoor Roth IRAs: Q&A #2045
Vom: 7.11.2020 -
Year of Death RMDs and Inherited IRAs: EDU #2044
Vom: 4.11.2020 -
Social Security, Minimum Dignity Floor, ERISA, and Roth IRA Contributions: Q&A #2044
Vom: 31.10.2020 -
Addressing a Listeners Investment Questions: EDU #2043
Vom: 28.10.2020 -
Social Security, IRAs, Roth Conversions, and Taxes: Q&A #2043
Vom: 24.10.2020 -
Social Security Changes for 2021: EDU #2042
Vom: 21.10.2020 -
Social Security, The Spousal Waiver Form, RMDs, and Backdoor Roth Contributions: Q&A #2042
Vom: 17.10.2020 -
Beneficiary Designations: EDU #2041
Vom: 14.10.2020
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
