))
Ep 91: Avoiding Costly Retirement Fund Mistakes featuring Andy Ives
Manage episode 411917509 series 3348047
Contenido proporcionado por John Iammarino & Thomas O‘Connell, John Iammarino, and Thomas O‘Connell. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente John Iammarino & Thomas O‘Connell, John Iammarino, and Thomas O‘Connell o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
We're excited to have Andy Ives, CFP®, AIF®, back on the podcast with us this week. Andy is an IRA analyst at ED Slott and Company LLC. He joins us to talk about avoiding costly mistakes with your retirement funds. Tune in as we talk about Net Unrealized Appreciation (NUA) opportunities, Roth conversions, the age 55 exemption, and much more!
Important Info:
Securus Financial: https://www.gosecurus.com/
International Financial Advisory Group: https://www.internationalfinancial.com/
Call John: (858) 758-9889
Call Thomas: (973) 394-0623
94 episodios
Compartir
