Biggest Mistakes With Inherited IRAs

August 26, 2017

The rules for inherited IRAs make the rules for normal IRAs look easy. Jim and Chris discuss some of the biggest mistakes people make with inherited IRAs. They also answer a question from a listener regarding a 401(k) rollover. The listener thought the 401(k) was closed, and then was issued a check from the custodian. The listener wanted to know what to do to avoid fees and penalites....

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Risk Levels of Retirement Portfolios

August 19, 2017

Sometimes it’s not so much so much about what type of portfolio is best, but what kind of risk you are willing to take. Jim and Chris answer a question from a listener regarding all-weather portfolios and the things to consider when determining risk capacity. During the second half of the show, Chris and Justin answer another listener who had a broad range of Long Term Care questions....

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5 Things That Can Drain Your Retirement Savings

August 12, 2017

5 Things That Can Drain Your Retirement Savings

Outliving your assets is a common concern among retirees. Jim and Chris discuss the top five things that can cause your retirement accounts to run out. Plus, Jim and Chris also host special guest, Barry James, CFA and CEO of James Investment Research. Barry joins the show to  give a market commentary including the lack of market breadth in the stock market and the flattening yield curve in the...

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T Shares and Clean Shares

August 5, 2017

T shares and Clean shares are new classes of mutual fund shares that are being rolled out in response to the Department of Labor’s Fiduciary Rule. Jim and Chris discuss these new types of shares and why they are being rolled out now. They also answer a listener’s question involving when you can take distributions from your IRAs without having to pay the 10% penalty and they look at...

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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.