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Jeff Perry and Scott Birmingham open the AMR Mailbag and tackle listener questions. The segment starts off with whether contributing to a HSA or a Roth IRA is a better choice for this specific listener’s circumstances. Jeff next offers his comments...
Jeff Perry and Scott Birmingham open the AMR Mailbag and tackle listener questions.
The segment starts off with whether contributing to a HSA or a Roth IRA is a better
choice for this specific listener’s circumstances. Jeff next offers his comments on how a
Durable Power of Attorney works and when it is appropriate to have one in place. Scott
next answers a question on how to choose a qualified Financial Planner as Jeff suggests
three key questions to ask anyone in the financial services industry. The segment
concludes with a lively analysis of how best to approach a withdrawal plan for your
retirement assets.
If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901.
Something More with Chris Boyd:
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