Mon, 7 September 2015
Today I discuss a few retirement issues including Backdoor Roth IRA's, reverse mortgages, business exit strategies and last minute retirement plan changes.
I help a couple change their retirement plan due to health issues.
The true cost of reverse mortgages and when they make sense.
Why high-income earners may not want to roll over their 401k to an IRA.
What is a Backdoor Roth IRA and how does it work?
I use a personal story to discuss accident forgiveness policies offered by insurance companies.
Good exit strategies for baby boomers looking to sell their business.
Don't forget to register for our upcoming seminar at the Sheraton Hotel in Pleasanton on Thursday, September 10th.
Click HERE to sign up!
Email your money question to firstname.lastname@example.org , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.