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!
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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
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