Truth in Planning

Financial planner Gary Anderson discusses common mistakes made when converting IRAs from regular to Roth and the difference between accumulation and distribution. Elder law and estate planning attorney Kevin Tharpe outlines the one word that means everything when it comes to estate planning and elder law.

Financial planner Gary Anderson explains the difference between accumulation and distribution, and mistakes to avoid when doing a Roth IRA conversion. Elder Law and Estate Planning attorney Kevin Tharpe looks at the one word that means everything in Elder Law, and the one word that means everything in Estate Planning.

Kevin Tharpe clears up misconceptions about what joint ownership means and also examines beneficiary designations; Gary Anderson relates how to avoid common IRA mistakes.

Kevin Tharpe outlines how Hollywood has distorted the process of thorough estate planning and the myth that you will lose your home if you go into a nursing home. Gary Anderson continues to demonstrate how to properly prepare for taxation as you enter your retirement years.

Gary Anderson discusses the issue of taxation during retirement and how to plan for this; Kevin Tharpe unpacks the issue of titling.

Gary Anderson looks at the likelihood of taxes going up in the next few years, while Kevin Tharpe examines the importance of access to finances.

Kevin Tharpe discusses the importance of documents to your estate plan ... what's needed, and what's safe to share. Gary Anderson addresses how to handle taxable income as you approach and enjoy retirement.

Gary Anderson examines how to deal with volatile investments during your retirement years and dangerous retirement assumptions; Kevin Tharpe looks at elder law and education and the three things you need to know as part of that education.

Kevin discusses why probate is a big deal, how to avoid it and why you should. Gary looks at how taxes come in to play when it's time to retire.

Today's show: Kevin and Gary discuss the importance of pre-planning and the timing of when you should begin drawing social security.

The difference between investing and planning is discussed. Also an examination of the distinction between a will and a trust.

On this week's show, Kevin and Gary discuss your preparations for your retirement and for your estate. Have you done enough? Will you outlast your savings? Will you have sufficiently prepared for your loved ones and/or the possibility of long-term care?

Today's show: Introducing the new Truth in Planning podcast. Meet elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson. Learn about their working relationship and their philosophies regarding planning for retirement and the golden years. Future episodes will be podcast versions of their syndicated radio program.