The Retirement and IRA Show

著者： Jim Saulnier CFP® & Chris Stein CFP®
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  • 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!
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あらすじ・解説

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!
個人ファイナンス 経済学
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エピソード
  • 60-day Rollover Conversion Strategy: EDU #2448

    60-day Rollover Conversion Strategy: EDU #2448
    2024/11/27

    Jim and Chris received an email from a listener asking about completing a Roth conversion using a 60-day rollover. In response, they decided to take a dive deep into the topic, exploring what they call the “60-day rollover conversion” strategy.

    The post 60-day Rollover Conversion Strategy: EDU #2448 appeared first on The Retirement and IRA Show.
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    1 時間
  • Earnings Test, IRMAA, Survivor Benefits, 529 Plans, and SPIAs: Q&A #2447

    Earnings Test, IRMAA, Survivor Benefits, 529 Plans, and SPIAs: Q&A #2447
    2024/11/23

    Jim and Chris sit down to answer listener questions related to Social Security, 529 Plans, and SPIA payments… (6:30) A listener wonders if they will be subject to the Social Security earnings test. (14:30) The guys weigh in on if/how a Roth conversion would impact an IRMAA appeal. (30:30) Chris answers whether there is a […]

    The post Earnings Test, IRMAA, Survivor Benefits, 529 Plans, and SPIAs: Q&A #2447 appeared first on The Retirement and IRA Show.
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    1 時間 24 分
  • Roth Conversions and RMDs: EDU #2447

    Roth Conversions and RMDs: EDU #2447
    2024/11/20

    Jim and Chris sit down for a Discussion edition of the EDU series to talk through some listener questions on RMDs in relation to Roth Conversions (’tis the season!).

    The post Roth Conversions and RMDs: EDU #2447 appeared first on The Retirement and IRA Show.
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    1 時間 10 分

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