How to Fix Errors on a 1099R Form

February 25, 2017

Jim and Chris answer listeners’ emails and  finally got an email question from West Virginia! The WV listener wanted to know if Jim and Chris think it’s possible that the government will end the tax free benefits of the Roth IRA. Another listener wanted to know Jim’s and Chris’s thoughts on using a Qualified Charitable Distribution to remove basis from an IRA. A third...

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IRA Concerns and Questions

February 18, 2017

During the first half of the show, Jim and Chris answer questions from listeners regarding IRAs. If you convert from a traditional IRA to a Roth IRA, when do the 5 year rules apply? Should you be concerned with market timing when you convert to a Roth IRA? And, if you contributed to a Roth IRA last year and now your tax software is saying you contributed too much, what’s the best way to...

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Tax Question and What To Do With RMDs

February 11, 2017

Jim, Chris and Justin Fundalinski answer a question from a listener who received a Schedule K-1 form after a deceased relative’s estate was already settled and wasn’t sure how to proceed. They also answered a question from a listener in New Jersey. This listener has a high income and over $2 million in IRA assets and wanted to know if Jim and Chris have any suggestions to reduce his...

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12 Reasons You’ll Go Broke In Retirement

February 4, 2017

Retirement has less to do with the amount of money you’ve saved and more to do with the amount you have to spend. Jim and Chris discuss a Kiplinger’s Personal Finance article that looks at twelve ways you could potentially go broke in retirement and what to do about them....

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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.