A weekly recap of the best content published by rockstar AGC members around the world.
Quote of the Week
“When a spouse dies, one of the many decisions that need to be made is what to do with the IRA. The surviving spouses have a few options when they inherit IRA accounts.” (Jeremy Finger)
Articles
Spousal IRA Options – Finger Financial Five #129 (Jeremy Finger)
Apprise’s Five Favorite Reads For The Week Of April 23, 2023 (Philip Weiss, CPA®)
Bautis Financial Advisor Commentary: April 28, 2023 (Marc Bautis)
Jake’s takes – April 2023 (Jake Crandall, CFP®)
Podcasts
Episode 153 – The Cost of Not Addressing Grief With Victoria Volk (Agent of Wealth Podcast with Marc Bautis)