IRA Transfer Rules, Colorado Taxes, QLACs – Q&A #1932

August 24, 2019

IRA Transfer Rules, Colorado Taxes, QLACs – Q&A #1932

Join Jim and Chris as they answer listener questions on IRA transfer rules, state tax laws, and QLACs.

5:24 A live caller from North Carolina asks a few IRA questions including if you can consolidate IRAs,  do partial Roth conversions, and whether you can do more than one 401k rollover per year.

19:39 A listener is considering moving to Colorado and wants to know if their state pension (non-Colorado) qualifies for the CO income tax exclusion.

24:59 The guys address several annuity (QLAC) questions from a Minnesota listener.

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.