Jim and Chris discuss questions relating to Social Security, Inherited IRAs, and the Securities Investor Protection Corporation (SIPC). (13:30) A listener in Georgia asks a couple of questions pertaining to his sister’s ability to claim a Social Security benefit. (28:00) The same listener from above looks for clarification on the rules relating to his sisters […]

Social Security, Inherited IRAs, and The SIPC: Q&A #2312

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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Social Security, Inherited IRAs, and The SIPC: Q&A #2312

Social Security, Inherited IRAs, and The SIPC: Q&A #2312

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