Tax-Planning Windows, Bucketing, and Variable Annuities: Q&A #2004

January 25, 2020

Tax-Planning Windows, Bucketing, and Variable Annuities: Q&A #2004

With just three questions today, Jim and Chris discuss tax-planning windows, bucketing, and variable annuities.

(6:06) Georgette from Georgia asks how she can place herself in the best position for the tax-planning window.

(23:40) A Californian would like to know how Jim’s implementation of bucketing is different from plain asset allocation.

(44:00) Another financial planner reaches out to ask about variable annuities.

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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.