Managing Debt in Retirement

February 24, 2018

Jim and Chris finally got an email question from a listener in Delaware! Just a few more states to go before they can put a star on all 50! The DE listener wanted to know how to strike a good balance between saving for retirement and paying down debt. He also asked about the differences between the Roth and non-Roth options in his employer’s 457 plan. Jim and Chris also discuss ways to increase your time to un-convert  a Roth conversion now that Roth recharacterizations are officially gone and they answer a couple of questions regarding Social Security benefits.

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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

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.