Mettez-vous hors ligne avec l'application Player FM !
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/
394 episodes
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/
394 episodes
Tous les épisodes
×Bienvenue sur Lecteur FM!
Lecteur FM recherche sur Internet des podcasts de haute qualité que vous pourrez apprécier dès maintenant. C'est la meilleure application de podcast et fonctionne sur Android, iPhone et le Web. Inscrivez-vous pour synchroniser les abonnements sur tous les appareils.