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Damon and Matt got a call from a radio listener who received an inheritance. She needed guidance on where to put this large lump sum because she didn't feel like a bank is safe. She was worried about someone hacking into her account. They detail if a bank is still a safe choice and other options if you get an inheritance. Plus, Congress is coming after your IRA's. Damon and Matt explain ways to get ahead of new taxes and how to contain Uncle Sam.
For more information about Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
By Damon Roberts, Matt Deaton4.9
1313 ratings
Damon and Matt got a call from a radio listener who received an inheritance. She needed guidance on where to put this large lump sum because she didn't feel like a bank is safe. She was worried about someone hacking into her account. They detail if a bank is still a safe choice and other options if you get an inheritance. Plus, Congress is coming after your IRA's. Damon and Matt explain ways to get ahead of new taxes and how to contain Uncle Sam.
For more information about Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.

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