November 23, 2023
Intelligent Step When Trying to Add Free Tax IRA
Weekly Wednesday Wisdom Webinars Sept. 20, 2023
Certified Elder Law Attorney and Certified Financial Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday at 1 p.m. www.wisdomwebinar.com to register or give our office a call at 844-885-4200.
Castle Wealth Group and Christopher Berry help families with estate planning, elder law, retirement planning, and tax planning from Brighton, Ann Arbor, Livonia, Bloomfield Hills, and Novi offices.
In this week’s webinar, Attorney and Advisor Chris Berry of www.castlewealthlegal.com answers the questions below.
- 2:40 Who should I choose as my power of attorney or executor?
- 6:32 We have a Castle Trust, how will our kids be taxed when they inherit from the Trust?
- 9:52 Please define what an intelligent step is when trying to add free tax IRA
- 15:39 CDs inside IRA
Visit our website to learn more
Join our Weekly Wisdom Webinars
Estate Attorney and Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday at 1pm www.wisdomwebinar.com to register or give our office a call at 844-885-4200.