Our Most Recent Show

Excess Contributions to IRAs

Many people don't save enough for retirement, but what happens when you save too much - in the wrong place? What happens if you contribute too much money to your IRA at one time? Jim, Chris and Peter discuss what the rules are for IRA contributions, what happens when an excess contribution is made and how you can fix it.

They also discuss whether you should or shouldn't name a trust as a beneficiary of an IRA. The short answer for the listener who asked about it: it depends on your reasons. Find out what those reasons are during the first half of the show.


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About the Show

About the Show

What do you get when you combine a TALENTED CFP® PROFESSIONAL with a well informed COLLEGE FINANCE INSTRUCTOR and a well respected ESTATE & TAX PLANNING ATTORNEY? If you mix in relevant financial information and a healthy dose of humor for two hours on Saturday morning you get the Retirement and IRA Radio Show, an informative, educational and entertaining radio program focused on retirement topics.

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THE Retirement and IRA Radio Show is broadcast on Greeley’s NewsTalk Radio 1310 KFKA on Saturday mornings from 8-10am. Click above to listen live!

Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: AZ, CO, MA, MD, TX and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning through Jim Saulnier and Associates, LLC. Cambridge and Jim Saulnier & Associates are not affiliated.