Welcome Back Chris!

July 8, 2017

We begin the show with Chris describing his recent travel experience to Vietnam.  He talks about the Vietnamese retirement system which consists of little more than relying on friends and family, as he will explain.  Then Jim and Chris talk about two recent court cases regarding mistakes that people made with their IRA’s.  Justin Fundalinski joins Jim and Chris to talk about an unique email question posed by a listener who wants to know about contributing to 401 (k) vs. paying the alternative minimum tax.

 

 

Podcast: Play in new window | Download (Duration: 1:43:03 — 47.2MB)

Subscribe: RSS

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

© 2024, Jim Saulnier & Associates All rights reserved.

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.