Training for Financial Planners

January 28, 2017

Did you ever wonder what qualifications are needed to work with other people’s money? Jim and Chris discuss the training that is required to become a Financial Planner or Investment Adviser. They also answer listeners questions: What are the tax implications of taking money out of a Roth 401(k) in the year you turn 55? Should you delay a Roth IRA conversion until both the stock and bond...

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A Word About Fees

January 21, 2017

A listener from California wanted to know if the 1% fee he was paying a financial professional to manage his $1 million+ portfolio was reasonable.  Jim and Chris answer his quesion and discuss what to look for when evaluating fees. Podcast: Play in new window | Download...

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401(k) to Roth IRA

January 14, 2017

If you have pre and post tax money in a 401(k), can you roll just the post tax money over into a Roth IRA and leave the pre tax money in the 401(k)? Jim and Chris answer this question from a listener in New Jersey and also discuss the Ordering Rules for how money comes out of a 401(k). They also answer a Kentucky listener’s question regarding what to do with an older 401(k) when you move...

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Estate Planning

January 7, 2017

Jim, Chris and Peter Scott answer a very involved and detailed question from a listener in Texas regarding estate planning. Podcast: Play in new window | Download (Duration: 1:43:06 — 47.2MB) Subscribe: Apple Podcasts |...

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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.