Tue, 21 February 2017
Today I start off by talking about a few products you need to know about when going into retirement explaining which are good and which you should avoid. I then explain changes to filing and suspending social security as the deadline approaches. I also discuss when and when not to rollover your 401k and avoiding estate planning nightmares.
Join Rob Black, Michelle Lerman and I at our next retirement seminar starting at 6:30 p.m. on Thursday, March 9th at the Toll House Hotel in Los Gatos. 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.