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!
Listen to us On
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 Investments. Listen 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
Lifeblood Host
Bill Harris
Guest
More Episodes
Improve Your Persuasion Skills to Help People Make Big Changes
Getting people to change is hard. It’s hard to get anyone to change their mind on seemingly trivial things like their favorite pop star, let alone the foods they’ve been eating their whole lives. Being unable to change someone’s mind or behavior on little stuff...
Content of Their Character
Martin Luther King Jr. was a gifted orator. He was a deep thinker. He was highly intelligent. Even as a young man, he was a wise man. In researching King, I came across an article entitled “The Purpose of Education” he wrote for the Maroon Tiger, the campus...
Effective Persuasion: Are You a Painkiller or a Vitamin?
Do you take vitamins? How often do you take them? There have been times in my life I’ve taken them everyday. There have also been times I’ve stopped taking them altogether. Then there are those times I’ve guzzled Emergen-C because I was getting on an...
Relationship Goals: How to Get the Relationships You Desire
Think about the person in your life who is really struggling. I don’t mean someone who is struggling with psychological or substance problems. The person who just can’t seem to get out of their own way. Who is it? Would you let that person watch your kids for a...
Want a Happy Kid? Check Your Ego
I want to have a happy kid. You want to have a happy kid. Let’s talk about making that happen. There was an amazing man named Chief Seattle whose impact will continue to be felt for generations. In a famous speech, he talked about how development and...
Teach Your Children Well: Money Lessons for Your Kids
Teach your children well How do you teach a kid to ride a bike? Do you tell them how to do it? Do you read them a book, maybe the user’s manual? Do you watch a video? No, of course not. You show them how to do it. How do you teach a kid about money? ...
Succeeding at Life: Virtue and Vice
Yin and Yang is a Chinese philosophical concept that describes how opposites may actually be complementary, interconnected, and interdependent on one another. The battle between good and evil is constant and complicated. In his book The Gulag Archipelago,...
Succeeding at Life: Critical thinking
My purpose in writing this is not to change your opinion, or to bring you around to my way of thinking. I’m not trying to tell you what to think. What I am interested in doing is helping you think better. A big part of succeeding at life involves constantly...
Succeeding at Life: Personal Excellence
“The trouble is, you think you have time.” - Jack Kornfield Too many of us are waiting. We’re waiting for the right time, the right opportunity, the right person, etc. We’re waiting to be noticed, chosen, or given permission. We’re waiting for...
Join the show.
Interested in being on the show? Tell me a little bit more about you and what you’d like to talk about!