Our Most Recent Show
IRA Concerns and Questions
During the first half of the show, Jim and Chris answer questions from listeners regarding IRAs. If you convert from a traditional IRA to a Roth IRA, when do the 5 year rules apply? Should you be concerned with market timing when you convert to a Roth IRA? And, if you contributed to a Roth IRA last year and now your tax software is saying you contributed too much, what's the best way to fix this? During the second half of the show, Chris and Justin Fundalinski discuss the ins and outs of IRS form 8606 as it relates to a Back Door Contribution.
About the Show
What do you get when you combine a TALENTED CFP® PROFESSIONAL with a well informed COLLEGE FINANCE INSTRUCTOR and a well respected ESTATE & TAX PLANNING ATTORNEY? If you mix in relevant financial information and a healthy dose of humor for two hours on Saturday morning you get the Retirement and IRA Radio Show, an informative, educational and entertaining radio program focused on retirement topics.
Looking for more information on a specific topic? Use the Search feature to find information on this site and Jim Saulnier and Associates’ business site.
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