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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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Oct 15, 2018

Important benefits offered by the Department of Veterans Affairs (VA) are changing.

Devin and John talk about:

  • Improved Pension with Aid and Attendance
  • Clearly Defined Assets Test
  • Adding A Look-back Period

For more information, visit the show notes at http://www.bigpictureretirement.net/094

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