The Retirement and IRA Show

By Jim Saulnier, CFP® & Chris Stein, CFP®

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!

  1. 1.
    Social Security, Roth IRA Contributions, TIPS, Life Insurance, Cost Basis, and Roth Conversions: Q&A #2116
    1:10:22
  2. 2.
    Updated RMD Rules and Reverse Mortgages: EDU #2115
    54:01
  3. 3.
    Retirement Benefits, Social Security, Annuities, and QLACs: Q&A #2115
    1:08:20
  4. 4.
    The Issue With Trusts As Beneficiaries on IRAs: EDU #2114
    1:13:41
  5. 5.
    Social Security, Tax Credits, Step-Up in Basis, VATs, Rollover IRAs, and LTC: Q&A #2114
    1:01:19
  6. 6.
    Your Tax Questions Answered: EDU #2113
    52:00
  7. 7.
    Social Security, Roth Conversions, and LTC: Q&A #2113
    1:07:57
  8. 8.
    Biden Administration’s Tax Proposal Discussion: EDU #2112
    1:15:25
  1. 9.
    Social Security, Delayed Retirement Credits, IRD, CRDs, and Commission-Free Annuities: Q&A #2112
    1:06:54
  2. 10.
    Successor Beneficiaries For IRAs: EDU #2111
    53:45
  3. 11.
    Social Security, Pensions, and Backdoor Roth Contributions: Q&A #2111
    1:01:59
  4. 12.
    The Operation of Annuities: EDU #2110
    1:01:08
  5. 13.
    Social Security, Roth Conversions, Annuities, and IRA Creditor Protection: Q&A #2110
    1:30:44
  6. 14.
    Annuity Features and MDF Coverage: EDU #2109
    1:18:33
  7. 15.
    Charitable Remainder Trust (CRT) Questions: Q&A #2109
    49:07
  8. 16.
    Charitable Remainder Trusts (CRTs): EDU #2108
    1:02:28
  9. 17.
    Social Security, Spousal Benefits, and COVID Distribution Rules: Q&A #2108
    47:04
  10. 18.
    Indexed Annuities Part Two: EDU #2107
    1:18:36
  11. 19.
    Spousal Benefits, Fixed Annuities, and Coronavirus Distributions: Q&A #2107
    57:23
  12. 20.
    Indexed Annuities: EDU #2106
    1:26:50
  13. 21.
    Social Security, IRAs, and Book Recommendations : Q&A #2106
    1:09:49
  14. 22.
    Traditional LTC vs. Hybrid LTC: EDU #2105
    1:23:22
  15. 23.
    Everything Long Term Care (LTC) Insurance: Q&A #2105
    55:52
  16. 24.
    Retiring With Modest Savings: EDU #2104
    1:15:40
  17. 25.
    Long Term Care: Q&A #2104
    1:09:18
  18. 26.
    IRAs and Related Tax Forms: EDU #2103
    54:54
  19. 27.
    Pensions, IRAs, RMDs, 401k Rollovers: Q&A #2103
    1:10:47
  20. 28.
    Self-Funding LTC Expenses and Aging Assistance: EDU #2102
    1:30:32
  21. 29.
    Spousal Benefits, Non-Deductible IRAs, MYGAs, and Mega Backdoor Roths: Q&A #2102
    1:23:15
  22. 30.
    LTC Policies and Considerations: EDU #2101
    1:30:29
  23. 31.
    Taxes, Roth Conversions/Contributions, Hardship Exceptions, and Inherited IRAs: Q&A #2101
    1:22:15
  24. 32.
    Medical Issues, LTC, and Retirement Planning: EDU #2051
    1:08:18
  25. 33.
    Social Security, IRMAA, Home Equity, and LTC: Q&A #2051
    49:01
  26. 34.
    Non-Financial Retirement Issues: EDU #2050
    50:29
  27. 35.
    IRAs, Social Security, ERISA Rules, and Roth Conversions: Q&A #2050
    47:38
  28. 36.
    Tax Brackets and Income Stacks: EDU #2049
    46:40
  29. 37.
    Social Security and RMDs: Q&A #2049
    45:24
  30. 38.
    Social Security and WINDEX: EDU #2048
    38:27
  31. 39.
    Thanksgiving Break: QA
    2:21
  32. 40.
    Thanksgiving Break: EDU
    1:55
  33. 41.
    Social Security, Rollover Options, and IRA Conversions: Q&A #2047
    49:58
  34. 42.
    Coronavirus Related Distributions (CRDs) Part 1: EDU #2046
    58:48
  35. 43.
    Social Security “Grace Years”, IRAs, QCDs, RMDs, and Taxes: Q&A #2046
    58:23
  36. 44.
    Roth Conversions and “210 Considerations”: EDU #2045
    51:08
  37. 45.
    Spousal Benefits, Social Security, Indexed Universal Life policies, and Backdoor Roth IRAs: Q&A #2045
    1:03:35
  38. 46.
    Year of Death RMDs and Inherited IRAs: EDU #2044
    1:04:00
  39. 47.
    Social Security, Minimum Dignity Floor, ERISA, and Roth IRA Contributions: Q&A #2044
    1:10:43
  40. 48.
    Addressing a Listeners Investment Questions: EDU #2043
    1:04:42
  41. 49.
    Social Security, IRAs, Roth Conversions, and Taxes: Q&A #2043
    1:14:26
  42. 50.
    Social Security Changes for 2021: EDU #2042
    36:08

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