Happy New Year!
December 31, 2016
We apologize, but because of the holiday we don’t have a new show for you today. We hope your 2016 holiday season was merry and bright and filled with family and friends! We’ll be back next week with a new show. Happy New Year!
Listen NowBeneficiary Designations
December 24, 2016
Have you taken a look lately at how beneficiaries are designated on your retirement accounts? Sometimes the paperwork can be confusing. Jim and Chris answer questions regarding these beneficiary designations. They also answer a question regarding removing money from a 401 (k). What funds come out first: contributions, matching funds or gross?...
Listen NowDeadlines for Roth Conversions
December 17, 2016
The deadline for a Roth Conversion is quickly approaching. So quickly in fact that you may not have time to get all the paperwork done. Jim and Chris discuss the deadline, 60 Day Rollovers and the Step Doctrine to help you through this process if you still want to convert before the end of the year. They also answer emails from listeners: Why does an account with higher fees outperform an...
Listen NowNew IRA Proposals
December 10, 2016
Jim, Chris and Peter Scott discuss the changes to IRAs that were proposed in the 2017 Congressional Budget including: abolishing Stretch IRAs, requiring RMDs from Roth IRAs, eliminating the Back-Door Roth, establishing maximum IRA funding limits, abolishing the Net Unrealized Appreciation rules and eliminating RMDs for IRAs with less than $100 thousand....
Listen NowMixed Bag of Topics for the Year End
December 3, 2016
Today’s show covers a mixed bag of topics. Your hosts Jim and Chris start the show with an answer to a listeners email about making a 401(k) withdrawal. Then the boys will provide an explanation on why bonds decline when interest rates increase. Lastly, Jim and Chris provide a year end checklist of financial planning topics....
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