Apr 11 2024 48 mins 1
We're excited to have Andy Ives, CFP®, AIF®, back on the podcast with us this week. Andy is an IRA analyst at ED Slott and Company LLC. He joins us to talk about avoiding costly mistakes with your retirement funds. Tune in as we talk about Net Unrealized Appreciation (NUA) opportunities, Roth conversions, the age 55 exemption, and much more!
Important Info:
Securus Financial: https://www.gosecurus.com/
International Financial Advisory Group: https://www.internationalfinancial.com/
Call John: (858) 758-9889
Call Thomas: (973) 394-0623
