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Retirement Account Planning and The SECURE Act
Amber Woodland talks with our friend, Jeffrey Montgomery of Montgomery Financial to discuss best practices for incorporating our retirement accounts into our overall estate plan while understanding The SECURE Act.
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By Procino-Wells & Woodland, LLC
5
1010 ratings
Amber Woodland talks with our friend, Jeffrey Montgomery of Montgomery Financial to discuss best practices for incorporating our retirement accounts into our overall estate plan while understanding The SECURE Act.