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Inherited IRA's with Bill Harris

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Manage episode 290806236 series 2374560
Content provided by George Grombacher. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by George Grombacher or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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!

We’re on YouTube, check us out!

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

Have George speak to your organization.

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

  continue reading

1999 episodes

Artwork
iconShare
 
Manage episode 290806236 series 2374560
Content provided by George Grombacher. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by George Grombacher or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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!

We’re on YouTube, check us out!

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

Have George speak to your organization.

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

  continue reading

1999 episodes

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