The Retirement and IRA Show
Podcast tekijän mukaan Jim Saulnier, CFP® & Chris Stein, CFP®
464 Jaksot
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Medicare Enrollment, Social Security, and Estate Taxes: Q&A #2504
Julkaistiin: 25.1.2025 -
Charitable Remainder Trusts Part 2: EDU #2504
Julkaistiin: 22.1.2025 -
Contributions, Social Security, 415 Limits, and Beneficiaries: Q&A #2503
Julkaistiin: 18.1.2025 -
“Super-Catchup” Retirement Plan Contributions: EDU #2503
Julkaistiin: 15.1.2025 -
Social Security, Inherited Roth IRAs, Inherited IRA RMDs, and Roth Withdrawals: Q&A #2502
Julkaistiin: 11.1.2025 -
Retirement Planning Dialogue: EDU #2502
Julkaistiin: 8.1.2025 -
Spousal Benefits, IRMAA, Step-Up Basis, Family Maximums, Beneficiaries, and Inheritances: Q&A #2501
Julkaistiin: 4.1.2025 -
Developing Confidence With Retirement Spending: EDU #2501
Julkaistiin: 1.1.2025 -
Social Security Benefits, IRMAA, RMDs, Annuities, and Beneficiaries: Q&A #2452
Julkaistiin: 28.12.2024 -
Individualized Retirement Planning Strategies: EDU #2452
Julkaistiin: 25.12.2024 -
IRMAA, 457b, QCDs, and Roth Conversions: Q&A #2451
Julkaistiin: 21.12.2024 -
Charitable Remainder Trusts Part 1: EDU #2451
Julkaistiin: 18.12.2024 -
IRMAA, Spousal Benefits, IRA Withdrawals, QCDs, and Roth Contributions: Q&A #2450
Julkaistiin: 14.12.2024 -
Retirement Planning Philosophy and Process Dialog: EDU #2450
Julkaistiin: 11.12.2024 -
Family Maximum Benefit, Means Test, QCDs, Tax Strategies, and SPIA Income: Q&A #2449
Julkaistiin: 7.12.2024 -
Common Estate Planning Mistakes: EDU #2449
Julkaistiin: 4.12.2024 -
Social Security, Annuity RMDs, and Being a CFP: Q&A #2448
Julkaistiin: 30.11.2024 -
60-day Rollover Conversion Strategy: EDU #2448
Julkaistiin: 27.11.2024 -
Earnings Test, IRMAA, Survivor Benefits, 529 Plans, and SPIAs: Q&A #2447
Julkaistiin: 23.11.2024 -
Roth Conversions and RMDs: EDU #2447
Julkaistiin: 20.11.2024
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
