Name: Inherited Roth IRA Roadmap
Uploaded: 2023-04-11T18:00:17+00:00
Duration: 10 min 44 s
Description: Learn the do's and don'ts, tax implications, and wise investment moves, ensuring a smooth transition and boosting your wealth when inheriting a Roth IRA. Have a question you want to be answered on the

2 years ago

Learn the do's and don'ts, tax implications, and wise investment moves, ensuring a smooth transition and boosting your wealth when inheriting a Roth IRA.

Have a question you want to be answered on the show? Call or text 574-222-2000 or leave a comment!

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Mike Bernard, CFP® offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

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