Q&A #1923: Funding a Special Needs Trust, Cost Averaging

June 15, 2019

Q&A #1923: Funding a Special Needs Trust, Cost Averaging

This week Jim and Chris answer an email question from a Connecticut listener on investment strategies for funding a special needs trust and another email question on dollar cost averaging when moving a 401(k) to an IRA upon retiring.

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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.