Legacy Press Newsletter written by Waller Financial Planning Group


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? 



Legacy Press Fall Newsletter



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