The laws changes regarding IRAs and 401ks. Here's what you need to know
John in Metairie is upset about the effects of the new IRA inheritance rules on his financial plan. Gregory agrees this isn't a fair shake, but changes will happen, and how you adjust to them is what's important going forward.
Andrew in Meraux asks Gregory if he should invest a pool of liquid assets he holds for regulatory requirements for his business. Gregory cautions against putting those assets at risk or into something illiquid.
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