SECURE ACT – New Planning
Guest David Ellowitch, CFP® joined Laurie to discuss the nuances of the SECURE ACT that impact beneficiaries of retirement accounts in their income tax, estate and cash flow planning.
Guest David Ellowitch, CFP® joined Laurie to discuss the nuances of the SECURE ACT that impact beneficiaries of retirement accounts in their income tax, estate and cash flow planning.
Tune in Wednesday, 6 PM, “Your Financial Choices” on WDIY 88.1 FM. Laurie will...
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Laurie discussed: 2024 Tax Planning Now. Did you miss the last show: Avoiding Estate...