Our Most Recent Show
Excess Contributions to IRAs
Many people don't save enough for retirement, but what happens when you save too much - in the wrong place? What happens if you contribute too much money to your IRA at one time? Jim, Chris and Peter discuss what the rules are for IRA contributions, what happens when an excess contribution is made and how you can fix it.
They also discuss whether you should or shouldn't name a trust as a beneficiary of an IRA. The short answer for the listener who asked about it: it depends on your reasons. Find out what those reasons are during the first half of the show.
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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