IRA rollover or distribution mistakes are always costly. This week’s show presents a few case studies of actual clients and how we helped them avoid steep penalties and higher tax payments. Posted on: August 26, 2017 by: Advisors Academyin: Radio Show
Is a Roth conversion right for you? Tax deferral can sometimes be a con and not a pro when it comes to retirement accounts. Posted on: August 12, 2017 by: Advisors Academyin: Radio Show
The DOW may be at its highest point ever, but did you know that since 2000 the market has only averaged 1.5% return due to 2 major crashes? An eye-opening lesson in stock market history during this week’s show. Posted on: August 5, 2017 by: Advisors Academyin: Radio Show