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The Retirement and IRA Show

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! 個人ファイナンス 経済学
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  • Social Security, Account Consolidation, and MYGA Selection: Q&A #2537

    Social Security, Account Consolidation, and MYGA Selection: Q&A #2537
    2025/09/13

    Jim and Chris discuss a listener PSA on WEP treatment for foreign pensions, followed by questions on Social Security strategies, benefit calculators, account consolidation, and MYGA selection.(13:00) Georgette shares a PSA on how a lump-sum superannuation payout impacted WEP treatment under the POMs rule and led to a successful Social Security appeal.(21:45) George outlines his […]

    The post Social Security, Account Consolidation, and MYGA Selection: Q&A #2537 appeared first on The Retirement and IRA Show.
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    1 時間 35 分
  • Planning for Taxes in Retirement: EDU #2537

    Planning for Taxes in Retirement: EDU #2537
    2025/09/10

    Chris’s SummaryI am joined by Jake today, while Jim is traveling, to examine taxes in retirement. We look at why not all taxes belong in the Minimum Dignity Floor™. We also consider the trade-offs between Roth conversions and IRMAA, and the role of a cash reserve during the delay period in protecting both essential and […]

    The post Planning for Taxes in Retirement: EDU #2537 appeared first on The Retirement and IRA Show.
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    1 時間 1 分
  • Social Security, HSA Reimbursements, and MYGAs: Q&A #2536

    Social Security, HSA Reimbursements, and MYGAs: Q&A #2536
    2025/09/06

    Jim and Chris discuss listener questions on surviving spouse Social Security benefits and Roth conversions, SSDI and pensions, the Social Security Fairness Act, managing large HSA reimbursements, and choosing between MYGAs and the TSP G Fund.(7:45) George asks whether Roth conversions count toward the earnings test when planning to claim his surviving spouse Social Security […]

    The post Social Security, HSA Reimbursements, and MYGAs: Q&A #2536 appeared first on The Retirement and IRA Show.
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    1 時間 9 分
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