Options For Your Retirement Accounts When You Leave Your Job

June 18, 2016

If you leave your job for another one or you decide to retire, what do you do with your retirement accounts? Depending on your age and your situation, your options will differ but as Jim and Chris discuss, your best options may not be as straightforward as they may seem. Also, as a follow-up to their previous QLAC shows, Jim and Chris answer a question from a listener who asks how to get out of a QLAC if they decide it’s not for them.

This show discusses Qualified Longevity Annuity Contracts (QLAC) which are fixed insurance products. QLACs are offered for sale through Jim Saulnier and Associates LLC. Cambridge does not offer fixed insurance products.

Podcast: Play in new window | Download (Duration: 1:43:04 — 47.2MB)

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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.