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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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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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https://www.voiceamerica.com/show/746/the-money-answers-show 21/11/2017 12:00 21/11/2017 01:00 The Money Answers Show https://www.voiceamerica.com/show/746/the-money-answers-show 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 alternative investments and who is suitable for them? Joe will tell us why he thinks 2010 an attractive year for Roth conversions and how he is working them into clients’ financial plans? For more information go to: www.jagenfunds.com VoiceAmerica | Talk Radio | Online Talk Radio studio@voiceamerica.com false DD/MM/YYYY Add to Calendar
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