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LifeBlood

Education:How To

Inherited IRA's with Bill Harris

2021-04-25

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LifeBlood: We talked about the tax issues when inheriting an IRA, the role age plays, why it’s a simple but complex problem, and how to be proactive about planning for it with Bill Harris, RMA, CFP and CoFounder of WH Cornerstone Investments. Listen to learn how to avoid the common pitfalls

For the Difference Making Tip, scan ahead to 19:50!

You can learn more about Bill at WHCornerstone.com, Facebook, Twitter, Instagram, YouTube and LinkedIn.

We’re honored to have been named one of the top podcasts for investing!

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George is honored to be included on Investopedia's list of the Top 100 Financial Advisors for 2020!

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You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at Contact@GeorgeGrombacher.com.