Inherited IRA rules changed...AGAIN! Ep.47
Aug 15, 2023
In this week's episode Steven and Ben talk about the most recent IRS notice that once again changed some of the rules on what you have to do with inherited IRAs. This notice is so recent that Ben came with the questions he wanted get answers on as well. As always Steven and Ben talk through the details but also give...
Aug 1, 2023
In this episode, Steven and Ben discuss themes that come up online around "tax planning" and share their thoughts on how you should be looking at them. They give specific examples of strategies that are worth looking into and ones that are more sizzle than steak. More than anything they reinforce the importance of...