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Season 1 Episode 13 Janet Pack with Senior Care Alliance

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Manage episode 235661000 series 1156741
内容由Darol Tuttle提供。所有播客内容(包括剧集、图形和播客描述)均由 Darol Tuttle 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
In this episode, host Darol Tuttle and guest Janet Pack give you an insight as to what the top 10 biggest IRA mistakes people make are. • Mistake #1 – Not taking their RMD (Required Minimum Distribution) • Mistake #2 – Not properly designating beneficiaries (governs where monies are to be distributed) • Listen to hear more of the 10 biggest IRA mistakes!! As an expert in Senior Planning, Janet Pack has completed IRA University and has a background in Estate Planning and Long Term Care planning. She has helped thousands protect their assets and preserve their wealth by using various, not commonly known practices to cover extended care costs. Along with a team of professionals, she keeps you up-to-date on Medicaid, spousal impoverishment and even VA Aid and Attendance. She has weathered years of market risk, tax and Estate law changes.
  continue reading

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Artwork
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Manage episode 235661000 series 1156741
内容由Darol Tuttle提供。所有播客内容(包括剧集、图形和播客描述)均由 Darol Tuttle 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
In this episode, host Darol Tuttle and guest Janet Pack give you an insight as to what the top 10 biggest IRA mistakes people make are. • Mistake #1 – Not taking their RMD (Required Minimum Distribution) • Mistake #2 – Not properly designating beneficiaries (governs where monies are to be distributed) • Listen to hear more of the 10 biggest IRA mistakes!! As an expert in Senior Planning, Janet Pack has completed IRA University and has a background in Estate Planning and Long Term Care planning. She has helped thousands protect their assets and preserve their wealth by using various, not commonly known practices to cover extended care costs. Along with a team of professionals, she keeps you up-to-date on Medicaid, spousal impoverishment and even VA Aid and Attendance. She has weathered years of market risk, tax and Estate law changes.
  continue reading

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