Our Most Recent Show
Q&A: Roth 403b rules, Spousal Benefits, Trusts, and 401k Beneficiaries
Wondering in what ways a Roth 403b rules differ from a Roth IRA and how that might affect your retirement plans? Jim and Chris answer a question about early Roth 403b withdrawals from a Washington listener.
The guys also tackle a couple more Trust questions from Texas listeners- one regarding using a Trust as a 401k Beneficiary and one about assessing whether potential beneficiaries need the protections of a Trust. And they answer two questions about Social Security Spousal Benefits.
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 you get the Retirement and IRA Show, an informative, educational and entertaining podcast program focused on retirement topics.
Search
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.
Send Us a Question
We’ll answer it on the show! Please include a phone # or email address and we’ll let you know when your question will air.
Listen Live
