All Advisers Are Well-Versed On Distributions From Retirement Plans

Leave a Comment / financial planning, FINRA, IRA, IRAs, retirement planning, taxes

Yes this is a myth.  And here’s a case in point from IRA guru Ed Slott’s recent article in Financial Planning magazine.  The Greens were awarded $50,000 by the arbitrator! PRACTICE FINRA Award Goes to Client After Advisor’s Tax Oversight By Ed Slott April 11, 2016 Twitter   LinkedIn   Facebook   Google +   Email […]

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