This gallery contains 1 photo.
A spouse who inherits an IRA or similar account has a couple of options available depending on what the end goals are. But in most cases, the 99% rule offers flexibility and helps preserve the stretch. Provided by Charles D. Vaughan, … Continue reading
As you approach your “third act,” does it need to be adjusted? Provided by Charles D. Vaughan CFP® Chartered Retirement Planning Counselor Motivational speaker Denis Waitley once remarked, “You must stick to your conviction, but be ready to abandon your assumptions.” That … Continue reading
