EPISODE · Nov 8, 2019 · 43 MIN
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.
What this episode covers
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.
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The Retirement Clinic- 11-02-19 Requirements for Qualified Charitable Distributions
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