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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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#020: Listener Questions about Moving IRAs back into a 401k, and Social Security for Grandkids raised by Grandparents 0
May 15, 2017

Linda and her husband have been raising their grandchildren since birth. Both of the children’s parents are alive. Do the grandchildren qualify for Social Security?
 
Clyde asks if there is any situation where you would roll an IRA into a 401k? It is an unusual situation when this makes sense. Listen in to find out more.


Notes from today's show can be found at http://www.bigpictureretirement.net

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