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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Check out the background of firms and investment professionals on SEC’s Adviser Info Page.

Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Ed Slott Advisor recognition requires an advisor to be well versed on the rules and regulations regarding IRAs. The advisor must attend two live training sessions and pass two written exams annually to remain in the program. Jim Saulnier & Associates, LLC (“RIA Firm”) is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, IL Insurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AZ, CA, CA, CN, FL, HI, IA, MA, MD, NY, PA, SC, TN, TX, VA, WA, WI, WY Click here for a more detailed disclosure.