Edu: Taking a Week Off

February 13, 2019

Edu: Taking a Week Off

Chris is attending a Financial Planning conference so there will not be an Edu edition of The Retirement and IRA Show this week. Rest assured Jim and Chris will be back next week for a new Edu edition!

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Q&A: Managing an Inheritance, Non-U.S. Citizen Beneficiaries, and Bucket #3

February 9, 2019

Q&A: Managing an Inheritance, Non-U.S. Citizen Beneficiaries, and Bucket #3

Unsure of your options for managing an inheritance? Join Jim and Chris this week as they tackle that question from a Kansas listener. The guys also answer a question from a listener wondering how 401k distributions would be handled if the account was inherited by a non-U.S. citizen, and a question from a Florida listener on spending from “Bucket #3”....

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Edu: Fixing Excess Roth IRA Contributions

February 6, 2019

Edu: Fixing Excess Roth IRA Contributions

One of the biggest errors many investors make is not realizing that their income is too high to contribute to a Roth IRA. This week Jim and Chris explain how to fix excess contributions made to a Roth IRA. Also be sure to tune in through tax season as the guys discuss more tax-related issues in future Wednesday Edu episodes....

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Q&A: Living Trust as Beneficiary and Bucketing

February 2, 2019

Q&A: Living Trust as Beneficiary and Bucketing

Join the guys as they answer questions from listeners in Indiana and Michigan on using a Revocable Living Trust as a beneficiary. Jim and Chris also respond to two more listener questions on the “bucket” approach to retirement savings. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y19E04.mp3 Podcast: Play in new window...

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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.