Webinar Archives - Castle Wealth Group

Implications of Distributing Assets from Transfer on Death Accounts and IRAs to an Individual Trust When Not Funded in the Grantor’s Trust

Posted 1:08 am by Christopher J. Berry, Esq., CELA. & filed under Webinar.

Weekly Wednesday Wisdom Webinars July 24, 2024 Certified Elder Law Attorney and Financial Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday at 1pm. Want to join our live webinar? go to www.wisdomwebinar.com to register or give our office a call at 844-885-4200. Want to book a 15-minute… Read more »

The Difference Between Qualified and Non-qualified Accounts

Posted 5:21 am by Christopher J. Berry, Esq., CELA. & filed under Webinar.

Weekly Wednesday Wisdom Webinars June 05, 2024 Certified Elder Law Attorney and Financial Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday at 1pm. Want to join our live webinar? go to www.wisdomwebinar.com to register or give our office a call at 844-885-4200. Want to book a… Read more »

If I have an annuity which pays an RMD, can it be converted to Roth?

Posted 2:16 pm by Christopher J. Berry, Esq., CELA. & filed under Webinar.

Certified Elder Law Attorney and Financial Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday at 1pm. Want to join our live webinar? go to www.wisdomwebinar.com to register or give our office a call at 844-885-4200. Want to book a 15-minute call with Chris Berry? Register at… Read more »

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. 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,… Read more »

The Best Way to Pay the Tax on the Conversion

Posted 3:50 am by Christopher J. Berry, Esq., CELA. & filed under Webinar.

Weekly Wednesday Wisdom Webinars Sept. 27, 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,… Read more »

Intelligent Step When Trying to Add Free Tax IRA

Posted 3:45 am by Christopher J. Berry, Esq., CELA. & filed under Webinar.

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,… Read more »

To Roth or Not to Roth

Posted 1:14 pm by Christopher J. Berry, Esq., CELA. & filed under Webinar.

Weekly Wednesday Wisdom Webinars Sept. 6, 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 1pm 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,… Read more »

How to Split a Legacy Trust

Posted 1:10 pm by Christopher J. Berry, Esq., CELA. & filed under Webinar.

Weekly Wednesday Wisdom Webinars August 30, 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 1pm 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,… Read more »