Self-Directed IRA, WEP and SS, Bucketing – QA #1925

June 29, 2019

Self-Directed IRA, WEP and SS, Bucketing – QA #1925

Welcome to another week of Q&As! This week Jim and Chris respond to a listener from Hawaii wonder what a Self-Directed IRA (or 401k) is and if there are any benefits over a Custodial IRA. Then they review how WEP can impact Social Security Benefit calculations for a Virginia listener, and give advice to a young Financial Planner that is new to the industry and unsure what to do when a client...

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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.