In 2019, the rules around inherited IRAs changed, and Paul commonly gets questions about them from confused investors. Today, Paul covers strategies with inherited IRAs and how some of the stretch features have changed. Later in the show, Paul and his team talk about meme stock managers.
Why Everyone Needs an Investing Coach in Their Corner
Not all financial planners provide advice that aligns with your goals. In this episode, Paul shares lessons from 30 years in the