IRA Transfer Rules, Colorado Taxes, QLACs – Q&A #1932

August 24, 2019

IRA Transfer Rules, Colorado Taxes, QLACs – Q&A #1932

Join Jim and Chris as they answer listener questions on IRA transfer rules, state tax laws, and QLACs.

5:24 A live caller from North Carolina asks a few IRA questions including if you can consolidate IRAs,  do partial Roth conversions, and whether you can do more than one 401k rollover per year.

19:39 A listener is considering moving to Colorado and wants to know if their state pension (non-Colorado) qualifies for the CO income tax exclusion.

24:59 The guys address several annuity (QLAC) questions from a Minnesota listener.

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.