Potential Tax Implications Post-Election: EDU #2039

September 30, 2020

Potential Tax Implications Post-Election: EDU #2039

Jim and Chris compare and contrast current and proposed tax implications from the results of the upcoming Presidential Election. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E39.mp3 Podcast: Play in new window | Download (Duration: 1:10:40 — 31.8MB) Subscribe:...

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Utilizing Trusts to Reduce the Impact of Taxes: EDU #2028

July 15, 2020

Utilizing Trusts to Reduce the Impact of Taxes: EDU #2028

Jim and Chris are joined by our resident tax expert and CPA, Bob Palechek, as well as estate and tax planning attorney, Peter Scott to discuss the various ways in which trusts can be utilized to reduce the impact of taxes. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E28.mp3 Podcast: Play in new window | Download (Duration:...

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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.