1008: Inherited IRA's with Bill Harris

from LifeBlood · host LifeBlood

LifeBlood: 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.We’re honored to have been named one of the top podcasts for investing!We’re on YouTube, check us out!George is honored to be included on Investopedia's list of the Top 100 Financial Advisors for 2020!Have George speak to your organization.You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at [email protected].

What this episode covers

LifeBlood: 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. We’re honored to have been named one of the top podcasts for investing! We’re on YouTube, check us out! George is honored to be included on Investopedia's list of the Top 100 Financial Advisors for 2020! Have George speak to your organization. You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at [email protected].

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1008: Inherited IRA's with Bill Harris

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This episode is 21 minutes long.

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This episode was published on April 26, 2021.

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