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In this episode Mike and Jerry tackle the kiddie tax and how to calculate it, explain why the fiduciary rule changes are not so scary and make sense of today's retirement plan type "alphabet soup" (ingredients include 401ks, IRAs, SEPs, 457s, 403bs and more).
Jerry Mee is Director of Student Support at the Boston Institute of Finance and has nearly a decade’s worth of experience in the financial services industry.
Mike Long, CFP®, ChFC®, CLU® is the Director of Curriculum for the Boston Institute of Finance. He has made his career in financial services and financial services education over the past 38 years.
The BIF Bites podcast covers topics that are important to those seeking CFP certification and really anyone that wants to better understand the financial services industry in general.