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Q&A #1923: Funding a Special Needs Trust, Cost Averaging
This week Jim and Chris answer an email question from a Connecticut listener on investment strategies for funding a special needs trust and another email question on dollar cost averaging when moving a 401(k) to an IRA upon retiring.
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.
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