Roth Conversions During the “Tax Planning Window”

January 27, 2018

Jim, Chris and Justin had a live caller from Texas who asked about Roth IRA conversions during his “Tax-planning Window”. He also asked about Special Needs Trusts for his disabled child. A listener from Michigan emailed a question regarding hybrid long-term care insurance policies and how they interact with a Partnership Program for Medicare eligibility. And… even if you retire early with “absolutely no money issues”, find out what other non-money items a retiree must make sure he or she addresses.


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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.