Q&A: Managing an Inheritance, Non-U.S. Citizen Beneficiaries, and Bucket #3

February 9, 2019

Q&A: Managing an Inheritance, Non-U.S. Citizen Beneficiaries, and Bucket #3

Unsure of your options for managing an inheritance? Join Jim and Chris this week as they tackle that question from a Kansas listener. The guys also answer a question from a listener wondering how 401k distributions would be handled if the account was inherited by a non-U.S. citizen, and a question from a Florida listener on spending from “Bucket #3”....

Listen Now

Edu: Fixing Excess Roth IRA Contributions

February 6, 2019

Edu: Fixing Excess Roth IRA Contributions

One of the biggest errors many investors make is not realizing that their income is too high to contribute to a Roth IRA. This week Jim and Chris explain how to fix excess contributions made to a Roth IRA. Also be sure to tune in through tax season as the guys discuss more tax-related issues in future Wednesday Edu episodes....

Listen Now

Q&A: Living Trust as Beneficiary and Bucketing

February 2, 2019

Q&A: Living Trust as Beneficiary and Bucketing

Join the guys as they answer questions from listeners in Indiana and Michigan on using a Revocable Living Trust as a beneficiary. Jim and Chris also respond to two more listener questions on the “bucket” approach to retirement savings. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y19E04.mp3 Podcast: Play in new window...

Listen Now

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.