Filling Your Tax Void

March 18, 2017

Jim, Chris and Justin Fundalinski describe what the Tax Void is and address a listener’s question regarding converting a traditional IRA to a Roth IRA to balance tax benefits now with tax costs in the future. Jim and Chris also answer listeners’ questions regarding Social Security & restricted benefits and how to deal with the pro rata rule

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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.