Bill Harris | Certified Financial Planner (CFP®)
@billmharris
CFP® & RMA® providing sound, visionary advice for widows. Syndicated columnist & author: Inheriting Your Spouses IRA. Fun: fishing, hunting & hiking.
ID: 20470001
http://www.whcornerstone.com 09-02-2009 21:40:24
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794 Followers
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Andy Ives covering the ghosts rule. Lot’s of elite IRA advisors studying tax laws at this scholarly tax class. #Roth #IRA Ed Slott and Company
Sarah Brenner doing a deep dive on Secure Act 2.0. Thank you Congress for making an even more complex set of rules. #Roth #IRA Ed Slott and Company
Ian Berger covering the drafting errors in Secure Act 2.0. Not only can we thank Congress for a complex set of rules, they also followed it up with drafting errors. #Roth #IRA Ed Slott and Company
Ed Slott and Company #EliteIRAAdvisors This was not covered at our two day event. Yikes. #IRA #RothIRA
Matt Hougan. Crypto guru from Bitwise. We’ll presented. Go crypto!! Investments & Wealth Institute #ACEAcademy2023
Dr. David Kelly from J.P. Morgan Asset Management during Investments & Wealth Institute #ACEAcademy23 had a great quote referring to Congress and the debt ceiling, “You should not give dangerous toys to children”.
Final session at #ACEAcademy23. Anja Manuel (Anja Manuel) talks about navigating a complex world. State department stuff! Fascinating speaker! Thanks Investments & Wealth Institute for a great conference.
In this new The Wall Street Journal article, our Director of Retirement Education, Sarah Brenner, JD, goes over #SECUREACT 2.0 #retirement-savings changes you need to know about for 2023 and 2024. Read the full article here: bit.ly/3Nfa4El
WH Cornerstone Investments is excited to be apart of #ShiftEvent. Ready Bill Harris | Certified Financial Planner (CFP®)? Let’s go!
