HSA as a Retirement Account

December 16, 2017

Jim and Chris answer a question from a caller in TX who wanted to know about the advantages of opening a Health Savings Account (HSA) and not using the money now. They also answer questions from other financial planners. One asked about how to structure a Registered Investment Advisor (RIA) firm. The other asked about succession planning as it relates to retirement planning. Jim and Chris also discuss changes in the Tax Bill that could impact retirement savers.

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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.