CFP® & RMA® providing sound, visionary advice for widows. Syndicated columnist & author: Inheriting Your Spouses IRA. Fun: fishing, hunting & hiking.
Duxbury, MA
Joined February 2009
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Until this book, one area that received very little attention is that of a surviving spouse’s inherited IRA. The IRA is one of the most common assets a couple will have in their portfolio. Download the eBook for free: whcornerstone.com/inheriting… #widows #IRA
Trump accounts are open. The $1,000 is real. So is the rule about who is allowed to open one, and it is not on the form. Ask before you sign.
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Bill Harris | Certified Financial Planner (CFP®) retweeted
Ready to roll @Advisor2x #shiftevent in Orlando.
NFIB Study Shows Small Business Hit Hardest by Another Wage Hike: votervoice.net/NFIB/21/Campa…
Massachusetts: Ask Lawmakers To Oppose Proposed Sweeping Gun Control speak4.app/lp/b07df9/
Bill Harris | Certified Financial Planner (CFP®) retweeted
In this new @WSJ article, our Director of Retirement Education, Sarah Brenner, JD, goes over #SECUREACT 2.0 #retirement-savings changes you need to know about for 2023 and 2024. Read the full article here: bit.ly/3Nfa4El
Final session at #ACEAcademy23. @AnjaManuel1 (Anja Manuel) talks about navigating a complex world. State department stuff! Fascinating speaker! Thanks @iw_inst for a great conference. – at San Diego, CA
Dr. David Kelly from @JPMorganAM during @iw_inst #ACEAcademy23 had a great quote referring to Congress and the debt ceiling, “You should not give dangerous toys to children”. – at San Diego, CA
Matt Hougan. Crypto guru from Bitwise. We’ll presented. Go crypto!! @iw_inst #ACEAcademy2023 – at San Diego, CA
First session is about to begin! @iw_inst #ACEAcademy23
Craig- I agree! Great to see this elite group. – at Fort Washington, MD
Great to be with all my @theslottreport friends this week!
Ed Slott kicks off the 19th year of our study group by reminding us of the importance of the work we do for our clients. We are making a difference in their lives thru our knowledge and expertise!
#EliteIRAAdvisors
Ian Berger covering the drafting errors in Secure Act 2.0. Not only can we thank Congress for a complex set of rules, they also followed it up with drafting errors. #Roth #IRA @theslottreport – at Fort Washington, MD
Sarah Brenner doing a deep dive on Secure Act 2.0. Thank you Congress for making an even more complex set of rules. #Roth #IRA @theslottreport – at Fort Washington, MD
Andy Ives covering the ghosts rule. Lot’s of elite IRA advisors studying tax laws at this scholarly tax class. #Roth #IRA @theslottreport – at Fort Washington, MD
Bill Harris | Certified Financial Planner (CFP®) retweeted
Sharing another #WisdomWednesday message
Why do we get so bothered by things we can not control like the weather and traffic? Would we be better off letting go and focusing on ourselves?
#wisdomwednesday #wisdom
youtu.be/ERrR9LHbfOY via @YouTube