Jim Saulnier, CFP® & Chris Stein, CFP®
The Retirement and IRA ShowEpisodes
Best Episodes of The Retirement and IRA Show
Mark All
Search Episodes...
Jim and Chris discuss listeners questions relating to Social Security, spousal benefits, IRMAA, SPIAs, and excess contributions. (8:00) A listener from Arizona looks for clarity regarding a spousal Social Security benefit and what amount is con
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
Jim and Chris kick off a dialogue series discussing various approaches to retirement planning and how listeners approach their own retirement.The post Retirement Planning Dialogue Series 1: EDU #2411 appeared first on The Retirement and IRA Sh
Jim and Chris sit down to discuss listener questions relating to Social Security, GPO, HSAs, QCDs, inflation, and QLACs. (8:30) George from Colorado asks for clarification on a couple of questions regarding the effects of GPO. (25:20) A listene
Jim and Chris sit down to discuss a couple of articles and questions relating to converting 529 assets into a Roth IRA. Allen Roth Article: https://www.advisorperspectives.com/articles/2024/02/15/law-strategies-convert-college-529-rothhttps://w
Jim and Chris discuss listener questions relating to Medicare, fraud awareness, Social Security survivorship, pensions, and RMDs. (Intro) Jim and Chris begin the show with a clarification from the Wednesday’s EDU show of prohibited transactions
Jim and Chris sit down to continue their discussion on the annual quiz given out by the Ed Slott program for 2024.The post Taking The 2024 Ed Slott Quiz Continued: EDU #2409 appeared first on The Retirement and IRA Show.
Jim and Chris discuss listener questions relating to Social Security, ethics requirements, MDF, and special needs trust funding. (7:15) George looks for some clarification on his Social Security claiming strategy and personal benefit calculatio
Jim and Chris sit down to discuss and take a quiz given out by the Ed Slott program on an annual basis for 2024.The post Taking The 2024 Ed Slott Quiz: EDU #2408 appeared first on The Retirement and IRA Show.
Jim and Chris sit down to discuss listener questions relating to Social Security, IRMAA, GPO, annuities, and the minimum dignity floor. (7:45) A listener from Oklahoma asks about his mother ability to claim a Social Security survivor and child
Jim and Chris sit down to continue their detailed discussion on the Secure Act 2.0, specifically, section 204.The post Secure Act 2.0 and Section 204 Continued: EDU #2407 appeared first on The Retirement and IRA Show.
Jim and Chris sit down to discuss listeners questions relating to Social Security, SSA-44, IRMAA, MDF, inflation, and rollovers. (6:45) Georgette asks if she can begin claiming a Social Security spousal benefit before claiming her own benefit d
Jim and Chris sit down to continue their discussion from last week on a listeners do-it-yourself retirement plan.The post Different Approaches To Retirement Planning Continued: EDU #2406 appeared first on The Retirement and IRA Show.
Jim and Chris sit down to discuss listeners questions relating to Roth conversions, Social Security, CD ladders, and SPIAs. (3:30) A Californian listener wonders if Roth conversions are subject to the Social Security earnings test. (9:30) Georg
Jim and Chris take a deep dive on a listeners email describing their approach to retirement planning and provide their own input.The post Different Approaches To Retirement Planning: EDU #2405 appeared first on The Retirement and IRA Show.
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, Secure Act 2.0, and RMDs. (8:45) A listener from Texas looks for clarity on how a Social Security spousal offset can be calculated given their situation.
Join Podchaser to...
- Rate podcasts and episodes
- Follow podcasts and creators
- Create podcast and episode lists
- & much more
Unlock more with Podchaser Pro
- Audience Insights
- Contact Information
- Demographics
- Charts
- Sponsor History
- and More!
- Account
- Register
- Log In
- Find Friends
- Resources
- Help Center
- Blog
- API
Podchaser is the ultimate destination for podcast data, search, and discovery. Learn More
- © 2024 Podchaser, Inc.
- Privacy Policy
- Terms of Service
- Contact Us