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Financial planning services offered through Jim Solnier and Associates LLC, a registered investment advisor.

This is the retirement and IRA show coming to you from beautiful Northern Colorado.

Join us as certified financial planner Jim Sonier, as well as Colorado State University Finance instructorructor and certified financial planner Chris Stein, teach you about IRAs,

borrow-in-case, annuities, Social Security, pension plans, and estate planning in a fun and enjoyable show.

Whether you are listening live in Colorado or streaming from their website or iTunes podcast,

Jim and Chris want you to know that

they're available to help you plan for your retirement. Just visit their website at Jimhelps.com.

That's Jim H-E-L-P-S dot com and click the Meet the Team button on the homepage. Now here's Jim

and Chris with today's show.

Well, hello and welcome to the Retirement and IRA show, EDU edition for this week.

Thanks for joining us. On today's show, we're going to continue a bit of a theme. We started,

I think, last time, which is sharing with you some of the updates that Jim has brought back from his most recent training with the Ed Slot program.

Those of you are not familiar with Ed Slot.

He is a CPA by training, but has a significant following as an educator on IRAs and retirement accounts,

in particular in the tax ramifications of said accounts. So he's considered by many people

to be one of the nation's authoritative voices on the tax implications of these

retirement accounts that folks tend to have these days. So the IRA world and 401K is related,

etc. So Jim is part of a group of advisors that a couple times a year go to

in-depth training sessions with the Ed Slot program and he recently went to his last one.

...