Stretch IRA Rules and More: EDU #2445

The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

Business, Investing

2.2 • 673 Ratings

🗓️ 6 November 2024

⏱️ 60 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Jim and Chris sit down to discuss a few things Jim brought back from his recent Ed Slott conference including a discussion of ALAR (10-year RMD rule) and stretch IRAs.

Transcript

Click on a timestamp to play from that location

0:00.0	The retirement and IRA show represents the words and views of the show hosts exclusively and should not be construed as investment, legal, or tax advice.
0:06.8	All information is believed to be from reliable sources, however, we make no representation as to its completeness or accuracy.
0:11.9	All economic and performance information is historical in nature and is not indicative of any future results.
0:16.3	Any indices mentioned on the show are unmanaged and cannot be invested indirectly.
0:19.8	Diversification and asset allocation strategies do not assure profit or protect against loss.
0:23.7	Never make any investment or financial decisions based on information offered on this show
0:26.7	without first consulting your financial legal or tax advisor.
0:29.6	Financial planning services offered through Jim Solnier and Associates LLC, a registered investment advisor.
0:47.0	This is the retirement and IRA show coming to you from beautiful Northern Colorado.
0:52.6	Join us as certified financial planner Jim Sonier, as well as Colorado State University Finance instructor and certified financial planner Chris Stein teach you about IRAs,
0:58.1	borough in case, annuities, social security, pension plans, and estate planning in a fun and enjoyable show.
1:05.2	Whether you are listening live in Colorado or streaming from their website or iTunes podcast,
1:10.6	Jim and Chris want you to know that they're available to help you plan for your retirement.
1:15.2	Just visit their website at Jimhelps.com.
1:18.3	That's Jim H-E-L-P-S dot com and click the Meet the Team button on the homepage.
1:24.6	Now here's Jim and Chris with today's show.
1:29.3	Well, hello and welcome to the homepage. Now here's Jim and Chris with today's show. Well, hello and welcome to the Retirement and IRA show,
1:32.7	EDU edition for this week.
1:36.2	Got a couple things, I think, lined up for you today.
1:40.1	Jim recently visited with his Ed Slot Club, we'll call it, out in San Diego.
1:48.4	And as usual, he brings back little nuggets of information that are helpful to retirees.
1:56.3	And so he's got a couple of things that he went through during his last visit to the head slot.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Jim Saulnier, CFP® & Chris Stein, CFP®, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Jim Saulnier, CFP® & Chris Stein, CFP® and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.