Trusted IRAs

June 24, 2017

Trusted IRAs… no we’re not talking about an IRA that you would tell your deepest secrets. Jim and Justin discuss what a Trusted IRA is , and what the benefits and pitfalls of these IRAs are. They also answer questions from listeners. How can you project your Social Security benefit if you plan on retiring before age 62? Can a pension act as the bond part of a portfolio?

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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.