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The Money Answers Show

The Money Answers Show

Monday at 12 Noon Pacific

October 18th 2010:Retirement Planning and Strategies for 2010 IRA to Roth Conversions with Joe Luby

Joe Luby III, CFP®, author and founder of Jagen™ Investments, LLC, will speak about the fact that the economy has been rocky for some time and what he anticipates will happen in the near future as well as how to prepare for the months ahead. Specifically what can people do now to protect their retirement nest egg? What will happen with the estate tax? Should investors re-examine their risk tolerance? Most people think of retirement funds as cash investments. Are there other types of investments that can be held in retirement funds? What should investors keep in mind when thinking about alterna

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Featured Guest

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Joe O. Luby III

Joe O. Luby III, CFP®, is a CERTIFIED FINANCIAL PLANNER™ and author, is an established expert in the areas of charitable gift planning, advanced corporate retirement plan design & management, alternative investment transactions using retirement funds and the special needs of business owners including advanced tax and estate planning strategies. He is the founder of the Jagen(tm) strategy which is a unique new development in the field of investment and tax planning which offers significant tax efficiencies for clients with large IRAs and/or gift & estate tax concerns. Active in the planning community, Mr. Luby is a member of the Financial Planning Association of Nevada, the Southern Nevada E
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