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Big Picture Retirement

If you are planning for, or living in, retirement…this is the show for you. The success of your retirement may depend on how well you planned for the "big picture" and connected the dots of your legal, tax, and financial plan. In this show, we’ll dig beneath the surface and discuss how you should apply this planning with your hosts- attorney John Ross and financial planner Devin Carroll.
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Mar 20, 2017

Devin and John answer a question from Mitch about why the Social Security Office would not recognize his Power of Attorney statement.

Charlotte is asking about ABLE accounts - tax-advantaged savings accounts for individuals with disabilities and their families.

If you want us to address your question on the air, send them to questions@bigpictureretirement.net

 

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