Every quarter, our Certified Financial Planners provide insightful information about the financial industry to keep you informed:
What’s in the Legacy Press:
- Long-term care policies are often forgotten. Jason Farris discusses a few facts to know before considering a plan.
- Chris Olsgard explains how you could be in for a huge surprise when tax season comes around if you are not careful with these two planning opportunities.
- So you inherited an IRA – what’s next? Are you aware of the tax ramifications if you take out a lump sum right away?
As always, please call or email us if you have any questions or having problems accessing the Legacy Press.