Jim and Chris sit down to discuss part three of our series on how we approach asset management here at Jim Saulnier & Associates.

Jim, Chris, and in-house CPA, Bob Palechek discuss tax specific questions relating to MDF spending, tax diversification, Roth conversions, and IRMAA. (3:30) A member of the Rock Retirement Club requests clarification on how we account for taxes in our Minimum Dignity Floor concept of funding a retirement spending plan. (16:15) George from North Carolina asks […]

Jim and Chris sit down to continue their discussion on why we approach asset management our way at Jim Saulnier & Associates.

Jim and Chris sit down to discuss listeners questions pertaining to Social Security, RMDs, special needs trusts, and Roth conversion rules. (4:00) A listener voices his concerns with Social Security part D price increases and the general increase of insurance costs. (22:30) George looks for clarification on whether or not his dad needs to send […]

Jim and Chris sit down to discuss the first part in a new series discussing WHY we manage assets our way at Jim Saulnier & Associates.

Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth conversions, 403(b)’s, and other retirement accounts. (26:00) An Indiana listener wonders about the Social Security COLA adjustment for disability benefits. (28:45) George from Georgia looks for suggestions on getting information regarding a SSA-1099 form. (35:00) A listener looks for clarification on […]

Jim and Chris sit down to discuss and focus on the frequently asked questions relating to estate planning and Trusts.

Jim and Chris discuss questions relating to Child-In-Care benefits, Trusts as beneficiaries, Social Security disability benefits, and the rule of 55. (5:00) A listener looks for clarification regarding the Child-In-Case Spousal Social Security benefit. (16:30) A listener asks about 401(k) beneficiary distributions and listing a secondary beneficiary as a Trust. (53:30) George from Connecticut wonders […]

Jim and Chris sit down to discuss the topic of market volatility and its often misunderstood relationship with spending in retirement.

Jim and Chris answer questions relating to Social Security, 403(b) QCDs, Roth IRA contribution limits, Roth conversions, and investing. (5:30) George from Pennsylvania asks about potentially pausing his Social Security benefit. (13:15) George from Alabama looks for clarification on the rules behind making QCDs in a 403(b) account. (22:00) George from New Mexico looks for […]