The Good Financial Cents Show w/ Jeff Rose, CFP®

If you have a chunk of money that you new that would never need, would rather give a good portion of it to the IRS? Or would you prefer to pass it on to your heirs or a desired charity? In this podcast I share a case study of real life client example dealing with this situation.

Direct download: GFC_063__IRA_Strategy_.mp3
Category:general -- posted at: 6:30am CDT