EPISODE · Nov 13, 2019 · 25 MIN

Recent Financial News Updates, William Roth & That Other Guy

from Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals · host Walkner Condon Financial Advisors

Clint and Nate discuss a few financial items that may impact our clients financially, including contribution limit increases, the potential change in advertising rules from the SEC, and qualified charitable distributions (QCDs). We also discuss William Roth and that other guy, as well as a modest proposal for a 28th amendment.

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