Roth Conversions During the “Tax Planning Window”

January 27, 2018

Jim, Chris and Justin had a live caller from Texas who asked about Roth IRA conversions during his “Tax-planning Window”. He also asked about Special Needs Trusts for his disabled child. A listener from Michigan emailed a question regarding hybrid long-term care insurance policies and how they interact with a Partnership Program for Medicare eligibility. And… even if you retire early with “absolutely no money issues”, find out what other non-money items a retiree must make sure he or she addresses.


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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.