Taxes, Roth Conversions, and Savings Strategies: Q&A #2135

August 28, 2021

Taxes, Roth Conversions, and Savings Strategies: Q&A #2135

Chris and inhouse CPA, Bob Palechek sit down to discuss listeners questions relating taxes, selling tax-effected funds, and Roth conversions.

(3:30) A Michigan listener looks for clarification on selling tax-effected funds and how it might effect Medicare Part B premiums.

(23:00) An Alaskan listener asks for clarity regarding IRAs and Roth Conversions.

(36:15) George asks about when to consider switching his savings strategies from tax-deferred accounts to Roth accounts.

Check out the background of firms and investment professionals on SEC’s Adviser Info Page.

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.