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Case Study: IRA Missteps to Avoid
Manage episode 444163423 series 12842
Text us your financial questions!
Original Air Date: October 5, 2024
Director of Research, Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Giuliana Barbagelata, CFP® to advise an investor who recently split from her partner and knows nothing about her IRA—how much she’s contributed, what she’s invested in, and what she can do with the account.
https://www.henssler.com/avoiding-costly-mistakes-managing-an-ira-post-separation/
401 episodi
Manage episode 444163423 series 12842
Text us your financial questions!
Original Air Date: October 5, 2024
Director of Research, Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Giuliana Barbagelata, CFP® to advise an investor who recently split from her partner and knows nothing about her IRA—how much she’s contributed, what she’s invested in, and what she can do with the account.
https://www.henssler.com/avoiding-costly-mistakes-managing-an-ira-post-separation/
401 episodi
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