EPISODE #1008

Inherited IRAs with Bill Harris

We talked about the tax issues when inheriting an IRA, the role age plays, why it’s a simple but complex problem, and how to be proactive about planning for it!

Apr 30, 2021 | Podcast

About the Episode

We talked about the tax issues when inheriting an IRA, the role age plays, why it’s a simple but complex problem, and how to be proactive about planning for it with Bill Harris, RMA, CFP and CoFounder of WH Cornerstone InvestmentsListen to learn how to avoid the common pitfalls 

For the Difference Making Tip, scan ahead to 19:50!

You can learn more about Bill at WHCornerstone.com, Facebook, Twitter, Instagram, YouTube and LinkedIn.

George Grombacher

George Grombacher

Lifeblood Host

Bill Harris

Bill Harris

Guest

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