Q&A: Retirement Readiness and Minimizing Taxes

March 23, 2019

Q&A: Retirement Readiness and Minimizing Taxes

Whether you’re 35 or 55 you’re probably thinking about your retirement readiness. Who hasn’t asked “Can I retire yet?” at some point? This week Jim and Chris answer that very question from a Minnesota listener.

Jo Madonna,  an Enrolled Agent, also joins the guys again to answer more listener questions about minimizing taxes.

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

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.