The Retirement Clinic- 11-02-19 Requirements for Qualified Charitable Distributions

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

Kowal Investment Group Advisor, Marie McFarland joins Jeff Kowal to discuss Qualified Charitable Distributions, retirement planning and the current state of the economy. Jeff and Marie answer caller questions regarding life insurance, wills vs. POD and possible options when considering moving money from one plan to another.

Episode metadata supplied by the publisher feed · Published Nov 8, 2019

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The Retirement Clinic- 11-02-19 Requirements for Qualified Charitable Distributions

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