Senior Client Advisor William Bissett discusses education costs and saving
for future educational expenses.
Partner Debra Kriebel and Senior Client Advisor Jeffrey Troll discuss Social Security and
when you should plan to start taking your benefits.
Pinnacle's Director of Operations Karen Kellner discusses cash transactions
- including checks, wire transfers, money links and IRA distributions.
Pinnacle's Chief Financial Officer Dwight Mikulis and Director of Research
Michael Kitces discuss debt financing on primary residences, associated taxes and
terminology, and when refinancing is your best option.
Senior Client Advisors Jake Mason and William Bissett discuss converting
traditional IRAs to Roth IRAs, and focus on the steps necessary to do so in 2010.
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