Episode Details

GDP, a nice showing by some high-profile tech companies, and banks are still in the spotlight; join Dave Spano and Jason Cooper for the Annex Week-in-Review. What's the latest with the IRS plan to scrutinize taxpayers more carefully with $400,000+ of income? Our financial planning team investigates. What IS and what ISN'T financial planning?  We've got some thoughts. Robert Chastain joins us to talk about Roth conversions.  We also recap our recent Axiom poll about things clients have learned in retirement they WISH they'd known ahead of time.