Tools to Combat Market Volatility

Weekly Wednesday Wisdom Webinars October 4, 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. 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 answers the questions below.

  • 3:58 Tools to Combat Market Volatility
  • 15:06 My husband is 80 and I am 70, we have not purchased long-term care insurance and my husband is in the mid-stage of Alzheimer’s. He was responsible for all financial matters prior to his disease. I now am responsible for financial matters. I need to withdraw his RMD and wondering how to best invest this money considering the husband’s care needs in the future.
  • 19:38 I want to take 20k from my IRA. I know I have to pay taxes on it, but do I also have to add 20k to my income from 2023?
  • 24:13 When mom passes, what happens to her Roth IRA monies that go to the kids?

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