Bill Harris from WH Cornerstone talks about his book "Inheriting Your Spouse's IRA."
Robert Klein, CPA with the Retirement Income Center discusses strategies for small business owners to reduce capital gains tax.
Martin Shenkman of Shenkman Law describes the healthcare documents you need in place for your estate plan -Living Will, Healthcare Proxy, HIPAA Release, DNR or POLST, etc.
In this episode of This Week in Crypto, Bob discusses the latest news in the Crypto world with Peter Ganter from TruBadger and Jean-Pierre De La Cruz De Jesus & Elias Abi Daoud from SonarPlatform.io.
Dana Anspach. CFP, RMA from Sensible Money describes how Non-Qualified Deferred Compensation Plans Work.
In this episode of This Week in Crypto, Bob and Peter Ganter from TruBadger talk to Jean-Pierre De La Cruz De Jesus and Elias Abi Daoud from SonarPlatform.io.
George Padula, CIO @ Modera Wealth Management, discusses the rebalancing process and the benefits of portfolio rebalancing.
Peter Gantner and Deb Caswell of TruBadger describe how to avoid scams when buying and selling cryptocurrency.