Inherited 401k and Laddered CDs
September 8, 2018
Jim and Chris provide more information about a previous question regarding opening a 401k from an inherited 401k. Then a listener calls in with a question about whether laddered CDs are appropriate for her mother.
Podcast: Play in new window | Download (Duration: 1:02:38 — 28.7MB)
Subscribe: Apple Podcasts |
Check out the background of firms and investment professionals on FINRA’s BrokerCheck.
Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524
© 2018 Jim Saulnier, LLC. All rights reserved.
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.