Download the App!

show episodes
 
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 FINANC ...
 
Loading …
show series
 
Jim and Chris sit down to discuss listeners questions relating to Social Security, backdoor Roth contributions, taxes, hybrid LTC policies, and RMDs. (11:45) George from New York looks for clarification on Social Security and surviving spousal benefits. (17:00) An Ohioan asks a question about backdoor Roth contributions and the pro-rata rule. (27:4…
 
Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth conversions, taxes, paying off mortgages, and IRA rollovers. (5:00) A Kentucky listener looks for clarification on the taxation of retroactive Social Security benefits. (11:00) George asks for advice on deciding when to claim Social Security. (22:00) A listener …
 
Jim and Chris sit down to discuss listeners questions relating to Social Security, fraud protection for IRAs and 401k’s, LTC, and annuities. (3:45) George from Washington looks for clarification on claiming a spousal Social Security benefit. (11:45) Georgette from California asks about the fraud protection of IRAs and 401k plans. (31:15) A Connecti…
 
Jim and Chris sit down to answer listeners’ questions relating to Social Security, Roth IRA contribution rules, TIPS, life insurance, cost basis, and Roth conversions. (2:55) A listener looks for advice on the best date for his wife to claim her Social Security benefit. (17:30) George from Michigan asks if graduate students receiving funds from the…
 
Jim and Chris sit down with a special guest, Jan Jordan, to explain the updated Required Minimum Distribution (RMD) rules from the IRS and discuss details regarding reverse mortgages. The post Updated RMD Rules and Reverse Mortgages: EDU #2115 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®
 
Jim and Chris sit down to discuss listeners questions relating to retirement benefit plans, Social Security, annuities, and QLACs. (3:30) An Indiana listener looks for advice on when to collect his Railroad Retirement Benefits (RRB). (17:30) A Californian asks for clarification about how receiving two years of wages after retirement will effect her…
 
Jim and Chris sit down to discuss a listeners email surrounding the topic of potential issues with having a trust setup as beneficiary to an IRA. The post The Issue With Trusts As Beneficiaries on IRAs: EDU #2114 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®
 
Jim and Chris sit down to discuss listener questions and comments on Social Security, Tax Credits, Step-Up in Basis, VATs, Rollover IRAs, and LTC. (7:00) A listener from North Carolina would like to know how the family’s maximum Social Security benefit affects a child’s Social Security benefit. (25:10) A CPA from Alabama commented on future tax cre…
 
Jim and Chris sit down to discuss listeners’ questions pertaining to Social Security, Roth conversions, and long term care (LTC) insurance. (6:00) A New Yorker asks a question about the theoretical maximum payout value for Social Security and what its based on. (18:15) A Portland listener asks about the difference between Social Security survivor b…
 
Jim and Chris sit down to discuss and provide details about the twelve potential tax changes within the Biden administrations tax proposal. The post Biden Administration’s Tax Proposal Discussion: EDU #2112 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®
 
Jim and Chris answer listener questions about Social Security, Delayed Retirement Credits, IRD, CRDs, and Commission-Free Annuities. (4:45) A Nevadan wants to know if severance payments affect their Social Security earnings record. (13:38) A listener asks two questions about Social Security survivor benefits and delayed retirement credits. (24:57) …
 
Jim and Chris sit down to discuss a couple listeners questions relating to Social Security, pensions, and backdoor Roth contributions. (10:30) A listener from Maryland asks about the timing behind getting full Social Security benefits and retroactive payments. (18:00) George from New York asks two questions. The first question relates to Social Sec…
 
Jim and Chris sit down to discuss listener questions about Social Security, Roth conversions, annuities, and IRA creditor protection. (5:00) A listener brings up a question from a previous show and asks if he should contact Social Security to end his currently claimed spousal benefit. (14:00) A Georgian listener inquires about his wife’s approximat…
 
Jim and Chris sit down to continue their discussion on annuities while going through a hypothetical purchase of an annuity to cover minimum dignity floor (MDF) income. The post Annuity Features and MDF Coverage: EDU #2109 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®
 
Jim, Chris, and Peter Scott pick up from EDU Show #2108 to continue the discussion and answer listeners questions relating to charitable remainder trusts (CRTs). (4:00) A listener asks a question about when CRTs are appropriate and who they’re appropriate for. (13:45) A couple with a disabled son looks for clarification on the details of how much C…
 
Jim and Chris welcome estate planning attorney, Peter Scott back to the show to discuss charitable remainder trusts (CRTs) and how they can be used as a substitute for the previously eliminated “stretch IRA”. The post Charitable Remainder Trusts (CRTs): EDU #2108 appeared first on The Retirement and IRA Show.…
 
Jim and Chris sit down to discuss listeners’ questions relating to Social Security, spousal benefits, and Coronavirus related distribution rules. (8:15) Georgette from Portland, Oregon asks a question relating to Social Security and withholding taxes. (11:35) George looks for clarification on Social Security and restricted spousal benefits. (20:25)…
 
Jim and Chris sit down to discuss questions relating to Social Security spousal benefits, books for retirement planning, fixed annuities, and Coronavirus related distributions. (3:45) A Coloradoan asks about Social Security spousal benefits and the timing relating to his wife claiming spousal benefits. (16:00) A listener asks a question with regard…
 
Loading …

Quick Reference Guide

Copyright 2021 | Sitemap | Privacy Policy | Terms of Service
Google login Twitter login Classic login