The Holistic Retirement Podcast

The Holistic Retirement Podcast header image 1

Inherited IRAs

This episode is all about inherited IRAs. We will go over the special rules for this investment and why it's a good idea to seek a financial advisor if you find yourself in this situation.

Show Notes:

Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3

Website: http://carolinaretirementresources.com/

Phone: 800-646-5996

Mistakes That Responsible Retirees Might Be Making

Oftentimes, those who have been diligent savers and who consider themselves financially responsible will think that it means they haven't made any mistakes with their retirement plan. That isn't always true. While being responsible can certainly help avoid certain financial missteps, there are still some traps that you can fall into. Richard will detail what mistakes to watch out for, and how to avoid them.

Show Notes:

Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3

Website: http://carolinaretirementresources.com/

Phone: 800-646-5996

Podbean App

Play this podcast on Podbean App