Taking The 2024 Ed Slott Quiz Continued: EDU #2409

February 28, 2024

Taking The 2024 Ed Slott Quiz Continued: EDU #2409

Jim and Chris sit down to continue their discussion on the annual quiz given out by the Ed Slott program for 2024. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E09.mp3 Podcast: Play in new window | Download (Duration: 1:13:54 — 33.8MB) Subscribe:...

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Taking The 2024 Ed Slott Quiz: EDU #2408

February 21, 2024

Taking The 2024 Ed Slott Quiz: EDU #2408

Jim and Chris sit down to discuss and take a quiz given out by the Ed Slott program on an annual basis for 2024. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E08.mp3 Podcast: Play in new window | Download (Duration: 1:17:12 — 35.3MB) Subscribe:...

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Special Tax Treatment Accounts: EDU #2344

November 1, 2023

Special Tax Treatment Accounts: EDU #2344

Jim and Chris sit down to discuss and consider some special tax treatment accounts from an Ed Slott newsletter. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E44.mp3 Podcast: Play in new window | Download (Duration: 1:02:51 — 28.8MB) Subscribe:...

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Reviewing The Ed Slott Test Continued: EDU #2340

October 4, 2023

Reviewing The Ed Slott Test Continued: EDU #2340

Jim and Chris sit down to continue their discussion on a test/quiz given to attendees of the Ed Slott training program. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E40.mp3 Podcast: Play in new window | Download (Duration: 1:01:54 — 28.3MB) Subscribe:...

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Reviewing The Ed Slott Test: EDU #2339

September 27, 2023

Reviewing The Ed Slott Test: EDU #2339

Jim and Chris sit down to discuss a test/quiz given to attendees of the Ed Slott training program and provide their thoughts. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E39.mp3 Podcast: Play in new window | Download (Duration: 1:03:40 — 29.1MB) Subscribe:...

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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.