Turkey Trivia
November 21, 2015
What do estate planning and retirement have to do with Thanksgiving? Find out as Jim, Chris and Peter play Turky Trivia and ask listeners Thanksgiving related trivia questions. They then try to relate the answers to retirement and estate planning. They also answer a couple of questions from listeners regarding converting a 401(k) to a Roth IRA and dealing with a living trust after the trust’s owner has passed away.
Podcast: Play in new window | Download (Duration: 1:43:34 — )
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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524
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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
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