ACA Health Insurance Subsidies and Retirement Income

November 18, 2017

Chris and Justin Fundalinski answer an email question from a listener regarding using a HELOC to supplement retirement income in order to keep an ACA health insurance subsidy. They also look into the proposed elimination of Roth IRA recharacterizations in the House Tax Bill. Plus, they consider what happens if you default on a 401(k) loan....

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Estate Planning Questions

November 11, 2017

Peter Scott joins Jim and Chris to answer questions from listeners regarding estate planning matters. A listener from CT wants to know if real estate in a Revocable Living Trust will receive a step up in cost basis at the death of a grantor A listener in VA asks how to find a good estate planning attorney. Jim and Chris answer a question from a listener from NC regarding funding a Special Needs...

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Net Unrealized Appreciation

November 4, 2017

Jim and Chris spent some time delving deeply into the topic of Net Unrealized Appreciation as they answered a question from a listener in Connecticut. If you are curious about NUA and how it works, this is the show for you. Also included at the end of the show is a rebroadcast of an interview with Barry James of James Investment research sharing his monthly opinion of the markets and...

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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.