In regards to spousal benefits, is the 10-year rule counted by literal months or by calendar years? Jim and Chris address this topic asked by a Georgia listener in The Retirement and IRA Show Q&A episode #1942.
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, IL, NC, PA, TX, VA, OH and WA.
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: AL, AZ, CA, CO, CT, FL, HI, IA, IL, IN, MD, NC, NH, NV, NY, PA, SC, TN, TX, VA, WA, WI, and WY.