529 Plan Distribution Flowchart
I recently had a conversation with a client who had a big fat 529 plan and was planning to take a distribution from it to [...]
About Michael Lecours, CFP®
Michael is a Financial Advisor bringing over a decade of experience in the financial services industry. He leverages his background in advertising to distill complex client situations into straightforward strategies, to provide a clear roadmap for the client to follow and injects a disciplined approach to all facets of the process.Visualizing IRA Rules Using Flowcharts
The rules around IRAs are really complicated and Wes asked if we could share our flow charts on the subject so others could potentially benefit [...]