The Retirement Clinic-3/30/19-Planning Doesn’t Stop in Retirement

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

Christine Hayward from Kowal Investment Group’s Madison office joins Jeff Kowal to discuss financial strategies following a significant inheritance, as well as the challenges females face heading into retirement. Jeff explores strategies for IRA wealth transfers, and how Roth conversions and Required Minimum Distributions must work together.

Episode metadata supplied by the publisher feed · Published Apr 11, 2019

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The Retirement Clinic-3/30/19-Planning Doesn’t Stop in Retirement

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