One Word Means Everything/ Roth IRAs, Accumulation vs. Distribution (August 5, 2023)

Truth in Planning
05/08/2023 42 min
One Word Means Everything/ Roth IRAs, Accumulation vs. Distribution (August 5, 2023)

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Episode Synopsis

Financial planner Gary Anderson explains the difference between accumulation and distribution, and mistakes to avoid when doing a Roth IRA conversion. Elder Law and Estate Planning attorney Kevin Tharpe looks at the one word that means everything in Elder Law, and the one word that means everything in Estate Planning.

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