Investing in Oil, Living on Basis, Filing Retroactively: Q&A #1941

October 26, 2019

Investing in Oil, Living on Basis, Filing Retroactively: Q&A #1941

Jim and Chris put a dent in their email stack this week, answering 5 questions. They share listener feedback on investing in oil and gas, address what “living on basis” means, and more.

4:30 A listener shares his experience with investing in oil and gas.

13:39 Follow-up from a Massachusetts listener on his ACA tax credit question addressed in a previous episode.

16:15 Jim expands on his comment about “living on basis”.

35:35 A Pennsylvanian wonders if her benefits check can be sent to a different bank account than was originally set up.

37:35 A Texas listener looks for some clarification on their Social Security options and filing retroactively.

 

 

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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.