Simply Financial - Exvadio Network

Wetate Planning- when, how often and how.

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1-Call to action 2-Key provisions 3-Primary Benefits (Control, Flexibility, Tranferability)4-Download CONCEPT PIECE

Benefits and strategies.  Refer to RMD Podcast-Season 2 Episode 36

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THREE BENEFITS

A synapsis from Chris on the big winners and losers of the tax reform

1-CPA Perspective 2-CFP Perspective 3-Year end tax planning tips

"Effective personal financial tool"

What are challenges you have had that most entrepreneurs will have to deal with?

What obstacles have you had to overcome that are unique to you?

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Sir John Templeton-"Do not be fearful or negative too often."

What are RMD's-Retirement Accounts?, First distribution rules, how are RMDs calculated?, Are there penalties? How is formula applied to multiple accounts? Options for the proceeds

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