Estate Planning Symposium Topics: EDU #2218

May 4, 2022

Estate Planning Symposium Topics: EDU #2218

Jim and Chris discuss some of the interesting topics that Jim learned at the estate planning symposium that he recently attended. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E18.mp3 Podcast: Play in new window | Download (Duration: 1:16:36 — 35.1MB) Subscribe:...

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The History Behind Gift and Estate Taxes: EDU #2133

August 18, 2021

The History Behind Gift and Estate Taxes: EDU #2133

Jim and Chris sit down to discuss a listener’s email about the history and laws behind gift and estate taxes. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E33.mp3 Podcast: Play in new window | Download (Duration: 1:19:00 — 36.2MB) 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.