Top 15 Client Questions

Episode 22 – Top 15 Client Questions

Here at CIS Wealth Management Group, we get a lot of great questions on a daily basis from clients, and many of these questions are the one and the same. Bob and Mary Jo decided to record a program based on the most common questions that we receive as financial advisors.

Understanding Qualified Retirement Plans Part 2

Episode 21 – Understanding Qualified Retirement Plans Part 2

In Part II of our series, Understanding Qualified Retirement Plans like IRA’s, Roth IRAs, 401k’s, 403b’s, SEP IRAs, SIMPLE IRAs and Required Minimum Distributions (RMDs). Bob & Mary Jo discuss the specifics and the rules associated with each type of plan.