Having a Plan in Retirement
In this Money Talks Minute, Bil Lako, CFP®, highlights how important it is to have a financial plan for retirement so you can achieve your goal of not outliving your assets.
Taxes and Custody—When a Minor Inherits an IRA
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Clay Norman, CFP®, to discuss an investor who wishes to leave his IRA to his granddaughter. They discuss the limitations the SECURE Act created for non-spousal inherited IRAs and other options that may benefit the heir.