Q&A: QLAC, Earnings Test, and 60-Day Rollover for Roth Conversion

January 19, 2019

Q&A: QLAC, Earnings Test, and 60-Day Rollover for Roth Conversion

Jim and Chris answer three listeners’ questions.  Topics discussed include how business income is affected by the Social Security earnings test, QLAC, and using the 60-day rollover as a Roth conversion strategy.

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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.