Silver In A Roth IRA

December 19, 2015

Silver In A Roth IRA

Jim, Chris and Peter answer an email question from a listener regarding silver coins being held in a Roth IRA. Since the coins have lost value since the original investment, the listener wants to know if he can remove the coins from the Roth without any penalty since the listener isn’t yet 59 1/2.

Jim, Chris and Peter also answer a caller’s question asking the difference between PERA and Social Security and if it is true that if you collect one, you can’t collect the other.

Peter also talks briefly about what a Life Estate is.

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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.