Christian Financial Perspectives

Christian Financial Perspectives


21 – Understanding Qualified Retirement Plans Part 2

February 11, 2019

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.


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* Investment advisory services offered through Christian Investment Advisors Inc. DBA CIS Wealth Management Group, a registered investment advisor. Comments from today’s show are for informational purposes only and not to be considered investment advice or recommendations to buy or sell any company that may have been mentioned or discussed. The opinions expressed are solely those of the hosts, Bob Barber and Mary Jo Lyons. Bob and Mary Jo do not provide tax advice and encourage you to seek guidance from a tax professional.


** This broadcast is designed to provide accurate and authoritative information on the subjects covered. It is not, however, intended to provide specific legal, tax, or other professional advice. For specific professional assistance, the services of an appropriate professional should be sought.