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 his comment about “living on basis”.

35:35 A Pennsylvanian wonders if her benefits check can be sent to a different bank account than was originally set up.

37:35 A Texas listener looks for some clarification on their Social Security options and filing retroactively.



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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.