Powers of Attorney
November 28, 2015
As was mentioned a couple of weeks ago, Powers of Attorney can be tricky things. Jim, Chris and Peter discuss issues with Powers of Attorney regarding retirement accounts and beneficiary changes. They also answer a listener’s question regarding Powers of Attorney and real estate....
Listen NowTurkey Trivia
November 21, 2015
What do estate planning and retirement have to do with Thanksgiving? Find out as Jim, Chris and Peter play Turky Trivia and ask listeners Thanksgiving related trivia questions. They then try to relate the answers to retirement and estate planning. They also answer a couple of questions from listeners regarding converting a 401(k) to a Roth IRA and dealing with a living trust after the...
Listen NowThings to Know About Powers of Attorney
November 14, 2015
Powers of Attorney can be tricky documents if you don’t get the wording just right. Jim, Chris and Peter discuss how best to set up a Power of Attorney in regards to issues like gifting, real estate and beneficiary designation changes. They also talk about the recent changes to Social Security and the file-and-suspend claiming strategy....
Listen NowDisappearing Social Security Claiming Strategies
November 7, 2015
Buried inside the Budget Bill that was passed by both the House and Senate, and signed into law by the President on Monday November 2nd, were provisions that change the rules regarding claiming your Social Security benefits. Jim and Chris discuss some of the Social Security claiming strategies that will be disappearing with the new Budget Bill. They also discuss how Social Security benefits are...
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