Happy New Year!

December 31, 2016

Happy New Year!

We apologize, but because of the holiday we don’t have a new show for you today. We hope your 2016 holiday season was merry and bright and filled with family and friends! We’ll be back next week with a new show. Happy New Year!

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Beneficiary Designations

December 24, 2016

Beneficiary Designations

Have you taken a look lately at how beneficiaries are designated on your retirement accounts? Sometimes the paperwork can be confusing. Jim and Chris answer questions regarding these beneficiary designations. They also answer a question regarding removing money from a 401 (k). What funds come out first: contributions, matching funds or gross?...

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Deadlines for Roth Conversions

December 17, 2016

Deadlines for Roth Conversions

The deadline for a Roth Conversion is quickly approaching. So quickly in fact that you may not have time to get all the paperwork done. Jim and Chris discuss the deadline, 60 Day Rollovers and the Step Doctrine to help you through this process if you still want to convert before the end of the year. They also answer emails from listeners: Why does an account with higher fees outperform an...

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New IRA Proposals

December 10, 2016

New IRA Proposals

Jim, Chris and Peter Scott discuss the changes to IRAs that were proposed in the 2017 Congressional Budget including: abolishing Stretch IRAs, requiring RMDs from Roth IRAs, eliminating the Back-Door Roth, establishing maximum IRA funding limits, abolishing the Net Unrealized Appreciation rules and eliminating RMDs for IRAs with less than $100 thousand....

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Mixed Bag of Topics for the Year End

December 3, 2016

Mixed Bag of Topics for the Year End

Today’s show covers a mixed bag of topics.  Your hosts Jim and Chris start the show with an answer to a listeners email about making a 401(k) withdrawal.  Then the boys will provide an explanation on why bonds decline when interest rates increase.  Lastly, Jim and Chris provide a year end checklist of financial planning topics....

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Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

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.