Edu: Roth Conversion Cons

April 10, 2019

Edu: Roth Conversion Cons

Wondering if you should do a Roth Conversion? In past episodes Jim and Chris have looked at the pros, this week they look into the possible cons of doing a Roth Conversion. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E13.mp3 Podcast: Play in new window | Download (Duration: 1:04:31 — 29.5MB) Subscribe: Apple Podcasts |...

Listen Now

Q&A: Roth Beneficiaries, SS Benefits, and Cost Basis

April 6, 2019

Q&A: Roth Beneficiaries, SS Benefits, and Cost Basis

Another week and another round of great listener questions! Jim and Chris address an Indiana listener’s question about using a Trust as a Roth IRA Beneficiary and another listener’s question about the cost basis and capital gains on a stock sale. The guys also answer several listener questions about Social Security Benefits, including a live caller’s, from New Hampshire, on...

Listen Now

Edu: Trusts and Naming IRA Beneficiaries (Part 4)

April 3, 2019

Edu: Trusts and Naming IRA Beneficiaries (Part 4)

Peter Scott, Estate Planning Attorney, joins Jim and Chris to further discuss the issues to consider when naming a Trust as an IRA Beneficiaries. This time they explore the operational aspects of Trusts and IRA beneficiaries. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E12.mp3 Podcast: Play in new window | Download (Duration:...

Listen Now

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.