Jim and Chris answer a question from a listener who did a backdoor Roth contribution but got caught by the pro rata rule. The listener wanted to know if it was advisable to rollover a Traditional IRA into an existing 401k or a Qualified Longevity Annuity Contract (QLAC). Jim and Chris also speak with Rachel […]

QLAC vs. 401k

What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANCIAL PLANNER™ Professional, offer real-world knowledge on a diverse range of topics including Social Security planning, investing for your retirement, the fundamentals of 401(k) and IRA accounts. Jim and Chris make learning about your retirement both educational and entertaining!

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QLAC vs. 401k

QLAC vs. 401k

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