Financial Planner Brett Hansen On What You Need To Know About Your Roth IRA | Dale Buckner Podcast Ep. 6

Mar

22

2021

Financial Planner Brett Hansen On What You Need To Know About Your Roth IRA | Dale Buckner Podcast Ep. 6

Posted by: Dale Buckner


Among other things, Brett and Dale discussed:

  • Minimum distributions to your Roth IRA as a non-spouse
  • How to wisely invest inheritances
  • Assigning beneficiaries to your inheritance account
  • How to make the inheritance of real estate a smooth transition