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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 listener questions relating to Social Security, Roth IRAs, legacy businesses, RMDs, Medicare, and beneficiaries. (10:15) A Californian looks for calcification on claiming a deceased ex-husbands Social Security benefit prior to full retirement age. (21:30) Two individual separate listeners ask questions both relatin…
 
Jim and Chris sit down to discuss seven considerations to think about when naming a trust as a beneficiary of an IRA in a post-SECURE Act world. The post Trusts As Beneficiaries of an IRA in a Post-SECURE Act World: EDU #2123 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 Social Security, IRA rollovers, QCDs, and IRA beneficiaries. (6:00) Georgette from Michigan looks for clarification on when to claim for a spousal Social Security benefit. (18:00) George asks a couple Social Security questions relating to survivor benefits and claiming strategies. (2…
 
Jim and Chris sit down to answer listeners questions relating to Social Security, IRAs, backdoor Roth’s, and overcontributions to Roth IRAs. (3:25) A listener looks for clarification on collecting spousal Social Security benefits. (8:15) George from California asks about Social Security survivor benefits. (18:30) A listener has a question about the…
 
Chris sits down with resident CPA, Bob Palechek to discuss listeners questions pertaining specifically towards taxes. (3:10) A Pennsylvania listener looks to have his question answered regarding donating money from an IRA after RMD age. (21:00) George from Texas asks about the treatment of profit/loss from cryptocurrencies. (28:30) George looks for…
 
Jim and Chris sit down to discuss listener’s questions relating to Social Security, cash balance plans, pensions, and the pro-rata rule. (3:00) Jim and Chris begin by deep diving into the calculation behind the idea of investing your age 62 Social Security benefits instead of waiting till age 70 to claim and follow-up by answering George from Texas…
 
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®
 
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