December 2021: Roth IRA Distributions... "For Those About to Roth (We Salute You)"

Posted by Adam Scherer, CFP®, MS

Dec 30, 2021

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On this episode: Mike and Adam Brendan discuss Roth IRA distributions in detail. Mike shares his "stop light" trick, which has led many of his Retirement Planning students to their "aha" moment.

The BIF Bites podcast covers topics that are important to those seeking CFP® certification and really anyone that wants to better understand the financial services industry in general.

Jerry Mee, CFP® is the Director of Student Support at the Boston Institute of Finance (BIF) and has nearly a decade’s worth of experience in the financial services industry.

Mike Long, CFP®, ChFC®, CLU® is the Co-Director of Curriculum for the Boston Institute of Finance (BIF). He has made his career in financial services and financial services education over the past 38 years.

Brendan Flaherty, CFP®, CIMA®, is currently a Senior Vice President with Janney Montgomery Scott where he focuses on investment management and financial planning for his clients. He is also the CFP® Program Director for the Boston Institute of Finance (BIF).

Adam Scherer, CFP®, MS is the Co-Director of Curriculum at the Boston Institute of Finance (BIF) and has over decade's worth of experience in the financial services industry.

 

Topics: BIF Bites Podcast