Jim Saulnier, CFP® & Chris Stein, CFP®
The Retirement and IRA ShowEpisodes
Episodes of The Retirement and IRA Show
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Jim and Chris take a deep dive on a listener question relating to a problem with a rollover and provide their thoughts on purchasing a Deferred Income Annuity (DIA).The post Rollover Issues and Income Annuities: Q&A #2423 appeared first on The
Jim and Chris kick off annuity awareness month in 2024 by chatting about annuities, where they fit into retirement and retirement planning.The post Kicking Off Annuity Awareness Month: EDU #2423 appeared first on The Retirement and IRA Show.
June kicks off annuity awareness month! Jim and Chris sit down to discuss and take a deep dive on listener questions relating to annuities. (21:30) A fellow advisor and listener looks for clarification on a clients Social Security benefit state
Jim and Chris continue their walk through of our philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through Portfolios, Asset Positioning and the ever-popular Fun
Jim and Chris sit down to discuss listener questions relating to Social Security, WEP, Lifecycle funds, and retirement planning. (8:30) A listener looks for clarification on when WEP will be applied to his Social Security benefit. (25:30) A lis
Jim and Chris continue their walk through of their philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through Portfolios, Asset Positioning and the ever-popular Fu
Chris and Paul sit down to answer listeners questions regarding IRAs, HSAs, QCDs, taxes, and rolling forward passive losses. (3:30) George asks about being able to take an IRA distribution and rolling it into an HSA. (22:00) Georgette wonders i
Jim and Chris continue their walk through of their philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through Portfolios, Asset Positioning and the ever-popular Fu
Jim and Chris discuss listener questions relating to Social Security, survivorship benefits, Roth IRAs, Trusts, HSA conversions, and MDF. (5:45) George looks for clarification on the Social Security survivorship benefits. (11:15) A listener ask
Jim and Chris continue their walk through of their philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through Portfolios, Asset Positioning and the ever-popular Fu
Jim and Chris sit down to discuss listener questions relating to cognitive decline, minimum dignity floor (MDF), taxes, inflation, and fun spending. (7:15) Jim and Chris begin by discussing several listener emails regarding cognitive decline in
Jim and Chris continue their walk through of their philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through Portfolios, Asset Positioning and the ever-popular Fu
Chris sits down to discuss listener questions relating to Social Security, survivor benefits, spousal benefits, and COLAs. (3:45) Georgette looks for clarification on collecting a Social Security survivor benefit. (20:45) A listener wonders if
Jim and Chris continue their walk through of their philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through Portfolios, Asset Positioning and the ever-popular Fu
Chris and Paul sit down to discuss listener questions relating to capital gains, IRMAA, Roth conversions, and basis. (4:10) Chris and Paul chat about an IRS notice. (10:00) A listener asks about the sale of a house and the possible capital gain
This is the introductory show of a series Jim and Chris are calling ”Revealing the Secure Retirement Income Process”. On the next several shows they will walk you through their philosophy and approach to retirement planning while sharing detai
Jim and Chris sit down to discuss listener questions relating to Social Security, IRMAA, wash sales, and annuity alternatives. (17:30) George wonders if his Social Security benefit will be affected due to his earnings in Canada. (25:45) George
Jim and Chris sit down to revisit our retirement planning process and a recent article written by Bloomberg. Link to article: Wall Street Just Doesn’t Get It on Retirement – BloombergThe post Our Retirement Planning Process Prequel: EDU #241
Jim and Chris sit down to discuss listener questions relating to IRMAA premiums, Social Security, annuities, and Medicare. (15:00) A listener asks about the timing behind an increase in his IRMAA premiums. (24:30) George looks for clarification
Jim, Chris, and in-house CPA, Paul sit down to discuss how capital gains and the associated wash sale rule work.The post Capital Gains and Wash Sale Rule: EDU #2414 appeared first on The Retirement and IRA Show.
Jim, Chris, and Paul discuss listener questions relating to taxes, IRAs, Roth conversions, basis, and Trusts. (12:00) Georgette asks a question on how to calculate her net of tax future IRA distributions correctly without being “double taxed” i
Jim and Chris continue their dialogue series discussing various approaches to retirement planning and how listeners approach their own retirement.The post Retirement Planning Dialogue Series 3: EDU #2413 appeared first on The Retirement and IR
Jim and Chris sit down to discuss listener questions relating to Social Security, rollovers, annuities, and trusts. (6:00) George in Ohio asks about delaying a Social Security benefit, claiming retroactively, and if the SSA will know how to han
Jim and Chris continue their dialogue series discussing various approaches to retirement planning and how listeners approach their own retirement.The post Retirement Planning Dialogue Series 2: EDU #2412 appeared first on The Retirement and IR
Jim and Chris discuss listener questions relating to Social Security, WEP, GPO, 529 conversions, HSAs, and Roth conversions. (5:30) A listener from Ohio asks about a unique Social Security survivorship scenario relating to children under a diff
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