Silver In A Roth IRA

December 19, 2015

Silver In A Roth IRA

Jim, Chris and Peter answer an email question from a listener regarding silver coins being held in a Roth IRA. Since the coins have lost value since the original investment, the listener wants to know if he can remove the coins from the Roth without any penalty since the listener isn’t yet 59 1/2. Jim, Chris and Peter also answer a caller’s question asking the difference between PERA...

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Pros and Cons of the MyRA

December 12, 2015

Pros and Cons of the MyRA

Jim, Chris and Peter  discuss the pros and cons of MyRA accounts: who could benefit from them and what are their limitations. They also discuss charitable giving options and associated tax impliactions. And… considering it is Frank Sinatra’s 100th birthday, they feature some Fun Frank Facts throughout the show....

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Multiple Retirement Planning Topics

December 5, 2015

Multiple Retirement Planning Topics

This week, Jim, Chris and Peter had a number of listeners call and email questions on multiple retirement planning topics including: how do the new Social Security rules work regarding the File-and-Suspend strategy? How could a 78 year old widow invest a few thousand dollars? What’s up with the MyRA accounts? How difficult are Roth recharacterizations? And how does the Windfall Elimination...

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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: CO, IA, IN, MA, NY, TN, TX, WI 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 services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.