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5 Reasons You Need to Overhaul Your IRA Knowledge - Shared screen with speaker view
Doug Pierce
25:46
More on upcoming Horsesmouth workshops:https://www.horsesmouth.com/workshops
Janet Lawrance
54:34
I have a client with an inherited Roth (inherited about 10 years ago). In about 4 to 5 years, they may have problems making the RMD due to holding a large position in an illiquid asset. They're hoping that a liquidity event will happen before then; however it might not. What happens if they are not able to make the RMD?
Janet Lawrance
56:44
What about the back door Roth IRA? Is it still good to go for 2022? How about going forward?
Todd Pouliot
01:15:21
LOL,
Todd Pouliot
01:15:36
🤣
Doug Pierce
01:26:02
Learn more about the Savvy IRA Planning program:https://www.horsesmouth.com/ira
Matthew Taub
01:26:30
Great job.