Managing Debt in Retirement

February 24, 2018

Managing Debt in Retirement

Jim and Chris finally got an email question from a listener in Delaware! Just a few more states to go before they can put a star on all 50! The DE listener wanted to know how to strike a good balance between saving for retirement and paying down debt. He also asked about the differences between the Roth and non-Roth options in his employer’s 457 plan. Jim and Chris also discuss ways to...

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HSA vs PPO

February 17, 2018

HSA vs PPO

During this week’s show, Jim and Chris answered a few questions. An Iowa listener emailed a question regarding Health Savings Accounts (HSAs) and how to decide if he should open one or use his current PPO.  A West Virginia listener wanted to know how to determine what her Social Security survivor benefits would be and a Florida listener wondered if she could get a larger Social Security benefit...

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Money In the Wrong Retirement Account

February 10, 2018

Money In the Wrong Retirement Account

In response to a listener in Ohio, Jim and Chris discuss what to do when money gets rolled over into the wrong IRA retirement account (especially when you don’t notice it for a while)? Jim and Chris also answer a question from a listener who wanted to know how the new tax law will affect 457 plans. Another listener who works in the financial industry asked when is a good time to bring up...

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Retirement Plan

February 3, 2018

Retirement Plan

Jim and Chris chat with a listener from Oregon regarding what to include when writing an investment plan for retirement. They also take a look at what the Tax Cuts and Job Act of 2017 will do to IRA planning. http://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-02-03-2018-Podcast.mp3 Podcast: Play in new window | Download (Duration: 1:52:46...

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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.