Edu: Excess IRA Contributions, Part 2 (How to Fix)

May 15, 2019

Edu: Excess IRA Contributions, Part 2 (How to Fix)

In the last Edu episode, Jim and Chris went into some ways people mistakenly contribute too much to an IRA. This week Jim is back from the Ed Slott conference and he and Chris are excited to talk about how to fix those excess IRA contributions.

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.