The Retirement Clinic-1-22-22 – Financial To-do List for 2022

from Kowal Investment Group - Now Creative Planning · host Kowal Investment Group - Now Creative Planning

Jeff Kowal and Marie McFarland discuss your 2022 financial to-do list, explain how you can avoid penalties if you didn’t take your 2021 RMD, and examine the best and worst assets to leave to your heirs.

Episode metadata supplied by the publisher feed · Published Feb 2, 2022

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The Retirement Clinic-1-22-22 – Financial To-do List for 2022

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