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Big Picture Retirement

Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
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Now displaying: Page 1
Dec 17, 2018

Devin and John continue working their way through some of the listener questions that have been coming in.

John has a question about making a trust the beneficiary of an IRA, and then Devin has a question about Social Security benefits for public employees who have not contributed to Social Security.

For more information, visit the show notes at https://www.bigpictureretirement.net/102 

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