Pros and Cons of the MyRA

December 12, 2015

Jim, Chris and Peter  discuss the pros and cons of MyRA accounts: who could benefit from them and what are their limitations. They also discuss charitable giving options and associated tax impliactions. And… considering it is Frank Sinatra’s 100th birthday, they feature some Fun Frank Facts throughout the show.

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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.