Mega Roth Conversion Strategies

July 14, 2018

Have you ever wanted to contribute after-tax money to a Traditional 401(k) and then use it to super-fund a Roth IRA? Then you’d have something in common with a listener who emailed Jim recently. Listen to what Jim and Chris have to say about mega Roth conversion strategies. While they’re at it, Jim and Chris also answer questions regarding the Social Security Family Maximum, how to separate an IRA during a divorce and Qualified Charitable Distributions.

Podcast: Play in new window | Download (Duration: 2:16:04 — 62.3MB)

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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 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.