Mutual Fund Fees, HSAs, and SS Tax Torpedo

June 16, 2018

This week Jim and Chris answer a question from a listener on mutual fund fees, how the fees are debited from a mutual fund, and what they would consider too high of a mutual fund fee.  They then discuss a listener’s input on health savings accounts and how she uses them to plan for her early retirement.  In the Colorado show, the guys answer two listeners’ questions on SS and talk about the SS tax torpedo and how it can affect people in retirement.

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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.