Finance Rules: EBW Financial News Radio

November 6episode

Michael Egan Offers a Primer on IRAs: Here's What You Need to Know

WELCOME to Finance Rules: The Egan, Berger & Weiner Financial News Radio Show — a monthly podcast show that offers insights into some of the top trends happening in the financial markets!

Today we’re featuring Certified Financial Planner Practioner Michael Egan, a founding partner at Egan, Berger & Weiner. Along with his partners — Sheldon Weiner and Bryan Beatty — and several other advisors at the firm, they share ideas on planning for your financial future in each episode of this podcast radio show.

In this episode, Michael Egan answers these questions:

  • What are the different types of IRAs?
  • What are the contribution limits for 2013?
  • Are beneficiary designations that important?
  • What are the distribution rules?
  • What’s the bottom when it comes to understanding and investing in IRAs?

Download the podcast now!

For more information about Egan, Berger & Weiner, visit

About Michael Egan

Michael Egan has 21 years of experience in the financial services industry. He has been a mutual fund analyst, and an accountant and financial planner.

A graduate of George Washington University with a degree in Finance, Egan hosted a weekly radio show on financial planning in the Washington market. He has also been a presenter on retirement planning for Fairfax County Public School’s Adult and Community Education. Egan is an active member of the Financial Planning Association.

The son of Irish immigrants, Egan and his wife Terri have been married for more than two decades. Originally a native of Connecticut, he and Terri moved to Northern Virginia in 1990. An avid New England sports fan, Egan roots passionately for the Red Sox, Patriots, Celtics, and UCONN Huskies.

_Securities and Investment Advisory Services offered through Voya Financial Advisors, member
SIPC. Egan, Berger & Weiner, LLC is not a subsidiary of nor controlled by Voya Financial Advisors._

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