Home »
Podcasts » Mutual Fund Fees, HSAs, and SS Tax Torpedo
Mutual Fund Fees, HSAs, and SS Tax Torpedo
June 16, 2018
This week Jim and Chris answer a question from a listener on mutual fund fees, how the fees are debited from a mutual fund, and what they would consider too high of a mutual fund fee. They then discuss a listener’s input on health savings accounts and how she uses them to plan for her early retirement. In the Colorado show, the guys answer two listeners’ questions on SS and talk about the SS tax torpedo and how it can affect people in retirement.
Podcast: Play in new window | Download (Duration: 2:07:14 — 58.2MB)
Subscribe:
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
© 2024, Jim Saulnier & Associates All rights reserved.
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.