Missed 60-Day Rollover Deadline: EDU #1939

October 30, 2019

Missed 60-Day Rollover Deadline: EDU #1939

What happens with a missed 60-day rollover deadline? Jim and Chris discuss past situations by reviewing the IRS’s PLR (private letter rulings). https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E39.mp3 Podcast: Play in new window | Download (Duration: 43:45 — 20.0MB) Subscribe:...

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Investing in Oil, Living on Basis, Filing Retroactively: Q&A #1941

October 26, 2019

Investing in Oil, Living on Basis, Filing Retroactively: Q&A #1941

Jim and Chris put a dent in their email stack this week, answering 5 questions. They share listener feedback on investing in oil and gas, address what “living on basis” means, and more. 4:30 A listener shares his experience with investing in oil and gas. 13:39 Follow-up from a Massachusetts listener on his ACA tax credit question addressed in a previous episode. 16:15 Jim expands on...

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Is AUM Better for the Client?: EDU #1938

October 23, 2019

Is AUM Better for the Client?: EDU #1938

Is an Assets Under Management (AUM) model always better for the client than Commissions? And what does it really mean to be a fiduciary? You may have heard about Ken Fisher’s recent rude remarks. While the words themselves are offensive, Jim and Chris explain why they also take issue with the sentiment he was attempting to not-so-politely express....

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Roth Conversion Taxes, SS Strategy, TSP G Fund: Q&A #1940

October 19, 2019

Roth Conversion Taxes, SS Strategy, TSP G Fund: Q&A #1940

Jim and Chris answer questions regarding Roth Conversion taxes, strategies for filing for Social Security benefits, and the TSP G Fund. 14:32 An Iowa listener looks for clarification on how his Roth Conversion would be taxed. 25:55 Jim and Chris address a listener’s quandary on the best strategy for him to begin claiming Social Security benefits, taking into account minor child benefits...

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TSP vs 401k : EDU #1937

October 16, 2019

TSP vs 401k : EDU #1937

Now that the new withdrawal options for the Thrift Savings Plan (TSP) have gone into effect, Jim and Chris take a look at those changes and TSP vs 401k options. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E37.mp3 Podcast: Play in new window | Download (Duration: 1:04:42 — 29.6MB) Subscribe:...

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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.