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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 ...
 
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show series
 
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…
 
Jim and Chris sit down to answer listeners’ question regarding Social Security, IRAs, and give a couple financial book recommendations. (2:40) A local Coloradoan is referred to Jim from a colleague in Fort Collins to answer a Social Security question. (13:00) George from West Virginia looks for clarification on spousal Social Security benefits and …
 
Chris sits down with in-house LTC specialist, Greg Darden to discuss listeners’ questions relating to everything long term care. (3:30) George from California asks about the inflation rate behind long term care and general medical care. (14:25) A Californian listener asks for advice regarding the best way to begin researching and looking into the d…
 
Jim and Chris sit down with in-house long term care (LTC) specialist, Greg Darden to discuss the details of long term care and aging assistance. (Intro) Jim, Chris, and Greg discuss and address listeners’ comments relating to long term care insurance. (32:45) A Coloradoan asks for clarification on a long term care partnership policy. (44:20) A list…
 
Jim and Chris discuss listeners’ questions relating to pensions, inherited IRAs, required minimum distributions (RMDs), and 401k rollovers. (4:30) George asks for an opinion on taking a lump-sum pension buyout from his employer to try and avoid taxes. (14:45) A Michigan listener asks about how to handle the transfer of an inherited IRA from one cus…
 
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