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Posts Tagged "IRS"
May 20, 2020
Continuing from a former EDU episode, Jim and Chris further discuss a recap of the most recent Ed Slott seminar. In particular they discuss some tax court cases and different IRS rules. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E20.mp3 Podcast: Play in new window | Download (Duration: 1:16:15 — 34.9MB) Subscribe:...
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December 21, 2019
Jim and Chris discuss five questions today, such as the concept of constructive receipts, H&R Block, living on basis, and more! (10:10) A listener provides a web resource related to the concept of constructive receipts as it relates to 60-day rollovers. (26:05) A Marylander wants to know why Jim isn’t too fond of H&R Block. (31:35) Georgie Girl is intrigued by “living on...
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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524
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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
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