The Retirement Clinic-10-14-23 – Pre-retirement Checklist

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

Jeff Kowal and Marie McFarland share a pre-retirement checklist for all ages, discuss rules around inherited IRAs and options for beneficiaries, and review estate planning ideas if the Tax Cuts and Jobs Act ends.

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This episode is 45 minutes long.

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This episode was published on October 31, 2023.

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