Henssler Money Talks – October 7, 2023
Season 37, Episode 40

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Josh Weidie, CFP®, CWS®, to cover the week’s market action and the inching up of interest rates. Josh and Jarrett provide some advice to a couple of investors who are dealing with multiple inherited IRA required minimum distributions. Unfortunately, they’re all governed by different tax rules. The financial experts finish the show with a listener’s question on Social Security survivor’s benefits.  

• Timestamps and Chapters
• 00:00 Market Roundup: Covering October 2 – October 6, 2023
• 21:17 Case Study: The Multiple Rule Sets that Govern Inherited IRA RMDs
• 33:54 Q&A Time: Social Security Survivor’s Benefits

 Follow Henssler:  

• Facebook: http://bit.ly/HensslerFacebook  
• Twitter: http://bit.ly/HensslerTwitter  
• LinkedIn: http://bit.ly/HensslerLinkedIn  
• Instagram: https://www.instagram.com/hensslerfinancial/
• YouTube: http://bit.ly/HensslerYouTube  

 “Money Talks” is brought to you by Henssler Financial.

Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/