Edu: Trusts as IRA Beneficiaries, Part 2

March 13, 2019

Edu: Trusts as IRA Beneficiaries, Part 2

When Jim and Chris discussed using a Trust as an IRA Beneficiary it resulted in a lot of questions (and even some consternation), so they’ve decided to dig even deeper.

Tune in to find out more about what makes IRAs different, causing the guys to feel that Trusts and IRAs “go together like oil and water”.

Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

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.