Retire Secure!
Episode 123 - Estate Strategies Deliver Clarity and Peace of Mind with guest Bob Keebler, CPA, MST, AEP
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:54:22
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Sinopsis
Estate Strategies Deliver Clarity and Peace of Mind, James Lange, CPA/Attorney, Guest: Bob Keebler, CPA, MST, AEP, Episode 123, TOPICS COVERED: Guest Introduction: Bob Keebler, CPA, MST, AEP, The Death of the Stretch IRA?, IRA Relocation, The Importance of Analysis Using Tax Brackets, Roth Recharacterization and Segregation, What’s an AMT?