Private Letter Ruling On Inherited IRAs: EDU #2403

Home » Podcasts » Private Letter Ruling On Inherited IRAs: EDU #2403 January 17, 2024 Jim and Chris sit down to discuss a recently released private letter ruling regarding an inherited IRA and beneficiaries. Podcast: Play in new window | Download (Duration: 1:01:23 — 28.1MB) Subscribe: Check out the background of firms and investment professionals … Read more

How to Stop Being Cheap

Hey everyone! Today, I want to talk about being too cheap. This is a bit unusual because being cheap gives you a huge advantage in achieving financial independence. However, we are all at a different point in our journey. Being cheap was very useful for me when I was young. However, we are older and … Read more

Social Security, Annuities, MDF, Beneficiaries, and Taxes: Q&A #2402

January 13, 2024 Jim and Chris sit down to discuss listener questions relating to Social Security, annuities, MDF, beneficiaries, and taxes. (5:30) A Washington listener wonders if stock options should be counted towards earnings when considering Social Security. (20:15) A New York listener comments on trying to discuss his form SSA-44 with the local Social … Read more

AARP Responds to 2023 State of the Union Address

En español | WASHINGTON–AARP CEO Jo Ann Jenkins issued the following statement in response to President Biden’s State of the Union speech this evening: “AARP has been crystal clear with Congress and the President: Americans should be able to trust that our leaders will safeguard their hard-earned Social Security and Medicare benefits they have contributed to … Read more

Social Security, Roth Conversions, Taxes, CRTs, Beneficiaries, and MYGAs: Q&A #2403

January 20, 2024 Jim and Chris discuss listeners questions relating to Social Security, Roth conversions, taxes, CRTs, beneficiaries, and MYGAs. (2:45) A Texan listener looks for clarification on a Social Security spousal benefit for someone not living in the US, marrying someone who is not a US resident. (10:15) George from Massachusetts asks about converting … Read more

Target Outcome TIPS ETFs: EDU #2402

January 10, 2024 Jim and Chris sit down to continue to their discussion on some defined outcome treasury inflation protected securities (TIPS) ETFs. Podcast: Play in new window | Download (Duration: 1:02:21 — 28.5MB) Subscribe: Check out the background of firms and investment professionals on SEC’s Adviser Info Page. Jim Saulnier and Associates | 970-530-0556 … Read more