Financial Planning Strategies




The Wise Investor Show  show

Summary: This week The Wise Investor group goes in-depth discussing financial planning strategies that many people don’t realize exist or tend to ignore. They will discuss the specifics and differences between stretch IRA’s, Roth conversions and other strategies, with who the strategies are geared towards and the tax and estate aspects of each. Tune in as The Wise Investor Group helps you plan for the future.