The Retirement and IRA Show
Podcast tekijän mukaan Jim Saulnier, CFP® & Chris Stein, CFP®
464 Jaksot
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Social Security, I-Bonds, Roth Conversions, Pension Benefits, and Advice For New Financial Planners: Q&A #2152
Julkaistiin: 25.12.2021 -
SPIAs, CRATs, CRUTs, and IRAs: EDU #2151
Julkaistiin: 22.12.2021 -
Social Security, I-Bonds, 401(k) Plans, and Roth Conversions: Q&A #2151
Julkaistiin: 18.12.2021 -
Funding The Minimum Dignity Floor: EDU #2150
Julkaistiin: 15.12.2021 -
Social Security, Pro-Rata Rule, Roth Conversions, and Positioning: Q&A #2150
Julkaistiin: 11.12.2021 -
Discussing The Fun Number Continued: EDU #2149
Julkaistiin: 8.12.2021 -
Social Security, Inherited Roth IRAs, SEP IRAs, Disability Pay, and Trusts As Beneficiaries: Q&A #2149
Julkaistiin: 4.12.2021 -
Discussing The Fun Number: EDU #2148
Julkaistiin: 1.12.2021 -
Social Security, Roth 401(k) Rollovers, Inherited Roth IRAs, and Roth Conversions: Q&A #2147
Julkaistiin: 20.11.2021 -
The Essence Of Retirement Planning: EDU #2146
Julkaistiin: 17.11.2021 -
Social Security, Roth 401(k)s, Fun Spending, and Saving For College: Q&A #2146
Julkaistiin: 13.11.2021 -
Tax Court Cases and Private Letter Rulings: EDU #2145
Julkaistiin: 10.11.2021 -
Mega Backdoor Roth Conversions, Social Security, Solo 401(k)’s, and Qualified Retirement Plans: Q&A #2145
Julkaistiin: 6.11.2021 -
Updates To Proposed Tax Changes In BBB Act and Misc. Tax Discussion: EDU #2144
Julkaistiin: 3.11.2021 -
Roth Conversions, Inherited Stock, and Military Pensions: Q&A #2144
Julkaistiin: 30.10.2021 -
Nuances With Beneficiaries Of Inherited IRAs: EDU #2143
Julkaistiin: 27.10.2021 -
Social Security, JWROS Accounts, TSPs, Inherited IRAs, and Backdoor Roth Contributions: Q&A #2143
Julkaistiin: 23.10.2021 -
Irrevocable Life Insurance Trusts After The Build Back Better Act: EDU #2142
Julkaistiin: 20.10.2021 -
COLA and Other Changes To Social Security For 2022: Q&A #2142
Julkaistiin: 16.10.2021 -
Naming Trusts As Beneficiaries Of IRAs: EDU #2141
Julkaistiin: 13.10.2021
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
