Lifetime Income Series: New Rules, New Limits, Tax Savings

Special Guest: Rob Bernard on Executive Compensation Strategies

This week on Lifetime Income, Jim and John look at the new rules and contribution limits for retirement plans for 2015, and how deferred taxes can mean growing your nest egg faster for retirement. They go over the new contribution limits as well as other changes, including greater options for the self-employed. Jim illustrates some of these changes through the case study of Mike and Carol Spencer. The guest this week is Rob Bernard of the PFS Group. Rob will discuss executive compensation strategies.

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