Ten Most Common Estate Planning Mistakes
April 15, 2017
Do you have an estate plan? If not, you should really get one. If so, are you sure it will accomplish what you intend it to? Jim, Chris and special guest, estate planning attorney Brandon Rains, discuss an article that was published in the March edition of the Journal of Financial Planning entitled “Helping Clients Avoid the 10 Common Estate Planning Mistakes”....
Listen NowExcess Roth IRA Contributions
April 8, 2017
What happens if you contribute to your Roth IRA and then find out you contributed too much? Jim and Chris answer a listener’s question when he did just that. Should he recharacterize or do something else? Another listener also asks about Roth IRAs. This listener and his wife have a traditional IRA. They were curious to know if there would be any complications if they opened a Roth with the...
Listen NowWhat to Look For in a Retirement Plan
April 1, 2017
Jim and Chris received a couple of emails that really boiled down to what to look for in a retirement plan. They then discuss a few questions to consider when you’re thinking about retirement planning. What is your planner’s approach to your planning problem? Does the planner’s approach match your beliefs and needs? Does your planner work with a Cash Flow or a Goals Based plan...
Listen NowDOL Fiduciary Rule
March 25, 2017
Jim and Chris briefly (for them) discuss the Department of Labor’s Fiduciary Rule and the fact that you can’t legislate morality. They also answer listener’s questions regarding how Medicare premiums are calculated for high earners and if your Social Security filing date triggers your Medicare Part A coverage....
Listen NowFilling Your Tax Void
March 18, 2017
Jim, Chris and Justin Fundalinski describe what the Tax Void is and address a listener’s question regarding converting a traditional IRA to a Roth IRA to balance tax benefits now with tax costs in the future. Jim and Chris also answer listeners’ questions regarding Social Security & restricted benefits and how to deal with the pro rata rule...
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