Roth Conversions During the “Tax Planning Window”

January 27, 2018

Jim, Chris and Justin had a live caller from Texas who asked about Roth IRA conversions during his “Tax-planning Window”. He also asked about Special Needs Trusts for his disabled child. A listener from Michigan emailed a question regarding hybrid long-term care insurance policies and how they interact with a Partnership Program for Medicare eligibility. And… even if you retire early...

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Money From an IRA to an HSA

January 20, 2018

Jim and Chris answer email questions. A listener in Montana asked if you can roll money over from a traditional IRA to an HSA and consider it an HSA contribution. A listener in Maryland wanted to know if you could write a check from your IRA to a charity and have it count as a QCD (Qualified Charitable Distribution). A third listener wanted to know what do you do if your retirement planner...

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HSA Accounts and Other Questions

January 13, 2018

Jim and Chris answered two long lost emails from October.  One from an Arkansas listener who asked if his employer’s new HSA account was a good way for him to save for future healthcare expenses. The second was from an Ohio listener who wondered what Jim’s and Chris’s thoughts were on retirees carrying a mortgage into retirement.  A more recent email question came from a woman who...

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Social Security Show

January 6, 2018

For this show, Jim and Chris answer a number of listener questions on Social Security. A Wisconsin listener asked if his SS benefit will be impacted if he works for lower wages after age 62 than what he made before age 62. Two Florida listeners sent emails. One wondered if there was any way a 90 year old who never claimed his Social Security benefits could receive all those missed years. The...

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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.