IRA rollover or distribution mistakes are always costly. This week’s show presents a few case studies of actual clients and how we helped them avoid steep penalties and higher tax payments.

Posted on: August 26, 2017 by: pf_adminin: Radio Show

Is a Roth conversion right for you? Tax deferral can sometimes be a con and not a pro when it comes to retirement accounts.

Posted on: August 12, 2017 by: pf_adminin: Radio Show

The DOW may be at its highest point ever, but did you know that since 2000 the market has only averaged 1.5% return due to 2 major crashes? An eye-opening lesson in stock market history during this week’s show.

Posted on: August 5, 2017 by: pf_adminin: Radio Show