Welcome to the Success Story Podcast, hosted by entrepreneur, business executive, author, educator & speaker, Scott D. Clary (@scottdclary). On this podcast, you'll find interviews, Q&A, keynote presentations & conversations on sales, marketing, business, startups and entrepreneurship. Scott will discuss some of the lessons he's learned over his own career, as well as have candid interviews with execs, celebrities, notable figures and politicians. All who have achieved success through both w ...
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Вміст надано Steinbacher, Goodall & Yurchak. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Steinbacher, Goodall & Yurchak або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Схожі до Second Half of Life Podcast
The London School of Economics and Political Science public events podcast series is a platform for thought, ideas and lively debate where you can hear from some of the world's leading thinkers. Listen to more than 200 new episodes every year.
…
continue reading
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continue reading
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Player FM - додаток Podcast
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Roth IRA Conversions in a Down Market & Inflation With Emphasis for Parents of Children With Special Needs
Manage episode 350513993 series 2840542
Вміст надано Steinbacher, Goodall & Yurchak. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Steinbacher, Goodall & Yurchak або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
In this episode, a recording of a virtual seminar originally held live on Nov. 9, 2022, Attorney Julie Steinbacher and James Lange, CPA, Attorney and Registered Investment Advisor, go into great detail on the topic of Roth IRA conversions, with a special focus and emphasis for parents with children with special needs. With the SECURE Act nearing its three-year anniversary and it having eliminated the old "stretch" IRA, there remains a loophole in the current law for beneficiaries of IRAs that have special needs, so those individuals that may be passing on a Roth IRA to a beneficiary that has special needs will want to take this into consideration when doing their estate planning.
To get the free resources from James that are referenced at the end of the presentation, visit:
https://disabledchildplanning.com/paelderlaw/
To view a video of this presentation, visit and subscribe to our YouTube channel.
121 епізодів
Поширити
Manage episode 350513993 series 2840542
Вміст надано Steinbacher, Goodall & Yurchak. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Steinbacher, Goodall & Yurchak або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
In this episode, a recording of a virtual seminar originally held live on Nov. 9, 2022, Attorney Julie Steinbacher and James Lange, CPA, Attorney and Registered Investment Advisor, go into great detail on the topic of Roth IRA conversions, with a special focus and emphasis for parents with children with special needs. With the SECURE Act nearing its three-year anniversary and it having eliminated the old "stretch" IRA, there remains a loophole in the current law for beneficiaries of IRAs that have special needs, so those individuals that may be passing on a Roth IRA to a beneficiary that has special needs will want to take this into consideration when doing their estate planning.
To get the free resources from James that are referenced at the end of the presentation, visit:
https://disabledchildplanning.com/paelderlaw/
To view a video of this presentation, visit and subscribe to our YouTube channel.
121 епізодів
Усі епізоди
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Player FM сканує Інтернет для отримання високоякісних подкастів, щоб ви могли насолоджуватися ними зараз. Це найкращий додаток для подкастів, який працює на Android, iPhone і веб-сторінці. Реєстрація для синхронізації підписок між пристроями.
Схожі до Second Half of Life Podcast
Welcome to the Success Story Podcast, hosted by entrepreneur, business executive, author, educator & speaker, Scott D. Clary (@scottdclary). On this podcast, you'll find interviews, Q&A, keynote presentations & conversations on sales, marketing, business, startups and entrepreneurship. Scott will discuss some of the lessons he's learned over his own career, as well as have candid interviews with execs, celebrities, notable figures and politicians. All who have achieved success through both w ...
…
continue reading
The London School of Economics and Political Science public events podcast series is a platform for thought, ideas and lively debate where you can hear from some of the world's leading thinkers. Listen to more than 200 new episodes every year.
…
continue reading
Montgomery & Co. is a weekly podcast where WNBA champion and part-owner of the Atlanta Dream Renee Montgomery is joined by her mother Bertela Montgomery, her sister Nicole Young and her wife Sirena Grace as they chart a unique path through the business world as four black and brown women keeping their family first at all times. Both insightful and compelling, this one-of-a-kind talk show combines interviews with some of the world’s top innovators & entrepreneurs with sports and culture conve ...
…
continue reading
Ever wondered what makes great go-to-market leaders grow, even when the going gets tough? We have, too. And we’re on a mission to uncover the magic that makes that growth happen. This is Go-to-Market Magic, the show where we talk to go-to-market leaders and visionaries about the “aha!” moments they experience and the pivotal decisions they’ve made, all in the name of growth. And we’re not just talking about revenue growth that goes up and to the right — we’ll also discuss how they improve th ...
…
continue reading
Everyone has a dream. But sometimes there’s a gap between where we are and where we want to be. True, there are some people who can bridge that gap easily, on their own, but all of us need a little help at some point. A little boost. An accountability partner. A Snooze Squad. In each episode, the Snooze Squad will strategize an action plan for people to face their fears. Guests will transform their own perception of their potential and walk away a few inches closer to who they want to become ...
…
continue reading
Do your eyes glaze over when looking at a long list of annual health insurance enrollment options – or maybe while you’re trying to calculate how much you owe the IRS? You might be wondering the same thing we are: Where’s the guidebook for all of this grown-up stuff? Whether opening a bank account, refinancing student loans, or purchasing car insurance (...um, can we just roll the dice without it?), we’re just as confused as you are. Enter: “Grown-Up Stuff: How to Adult” a podcast dedicated ...
…
continue reading
Learn English now with a proven method that's fast, effective, and enjoyable. Speak English with ESLPod.com will improve your English listening and speaking faster than any other approach. These daily and cultural English lessons are brought to you by Dr. Lucy Tse and Dr. Jeff McQuillan, former professors of applied linguistics and education. Join more than 15 million people in 189 countries who have learned English with ESLPod.com. Want to improve your English even faster? Become an Unlimit ...
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
The Art of Charm is where self-motivated people, just like you, come to learn from the company’s coaches about to how to master human dynamics, relationships, and becoming your best self with the help of Johnny and AJ, the company’s founders. Johnny and AJ bring their 11 years of coaching experience from their famous Bootcamps, where they host clients in Los Angeles from all over the world and they share their stories, best practices and themselves on this weekly podcast. Not only does The A ...
…
continue reading
Learn Hindi with Free Podcasts Whether you are student or a seasoned speaker, our lessons offer something for everyone. We incorporate culture and current issues into each episode to give the most informative, both linguistically and culturally, podcasts possible. For those of you with just the plane ride to prepare, check our survival phrase series at HindiPod101.com. One of these phrases just might turn your trip into the best one ever!
…
continue reading
Player FM - додаток Podcast
Переходьте в офлайн за допомогою програми Player FM !
Переходьте в офлайн за допомогою програми Player FM !
