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IRS Notice 2014-54

Can you separate the cream from the coffee after they are mixed?  Can you separate pre-tax money from after-tax money in a 401(k)?  Due to IRS Notice 2014-54, the second one may be a bit easier, but as usual, the devil is in the details.  Listen as Jim and Chris explain how separating money in a 401(k) works. They also answer a Social Security email question from a listener: Can a spouse claim their own Social Security benefit at age 62 and then switch to their spousal benefit at age 66?


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About the Show

About the Show

What do you get when you combine a TALENTED CFP®, a COLLEGE FINANCE INSTRUCTOR, 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

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