Ep 460. Getting a SMART Second Analysis

Though we have our plan with another financial firm, is it okay for us to get a second analysis from Retire SMART? Do I need to make any changes to a trust my husband and I drew up about 10 years ago, now that my husband has passed on? And as a physician with my own practice and employees, should I stick with the SEP plan I’m currently contributing to or switch to a defined benefit plan? David Brooks has answers to these questions in today’s Q&A episode.