Home »
Podcasts » Roth Conversion Questions & Unemployment Contributions to a Roth: Q&A #2016
Roth Conversion Questions & Unemployment Contributions to a Roth: Q&A #2016
April 18, 2020
Jim and Chris take their time answering two questions today about Roth conversions and unemployment contributions to a Roth.
(4:38) George from Minnesota wonders what are some considerations for doing a Roth conversion as someone in their 50s: how much should he convert? What are some potential pitfalls?
(33:04) A 38-year-old listener has some questions about using unemployment benefits to contribute to Roth accounts and the tax ramifications.
Podcast: Play in new window | Download (Duration: 51:36 — 23.6MB)
Subscribe: Apple Podcasts |
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
© 2018 Jim Saulnier, LLC. All rights reserved.
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.