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.

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This episode is 43 minutes long.

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This episode was published on April 11, 2019.

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