Wealth Management & Financial Planning

Wealth Management & Financial Planning

How do Inherited IRA’s work? 2027

Your Retirement Playbook with Joe Clark, CFP.
In this segment we will cover:

The art of childhood is knowing what to tell your parents and when! Join us on “Your Retirement Playbook” as we discuss what to think about when you are getting an inheritance and why you need to talk to your parents in advance.

Your Retirement Playbook” is an educational program designed to help listeners better understand their money. Each week Joe will discuss real-life situations in dealing with the Five Critical Elements and The Better Giver. Your Retirement Playbook is brought to you by Financial Enhancement Group, LLC. We have five Indiana locations and take care of families in 32 states. For 25 years, we have helped families prepare for retirement and navigate all that comes along the journey. Our trademarked approach, the Family Focus® process, revolves around the 5 Critical Elements (Your Life After Work, Tax Planning, Investment Playbook, Life Happens – The Good, The Bad and The Ugly, and Legacy Planning) that we believe are the cornerstones to a successful retirement. Our process is family-focused, simple, and works with your changing needs and goals.

Simply put, we help reduce financial regrets!

Call now to schedule your complimentary Next Steps Meeting today at 800-928-4001 or learn more at www.yourlifeafterwork.com.

P.S. Do you have a question for Joe? Submit it here at talktoFEG@yourlifeafterwork.com.

Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

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