How To Determine the Right Planner for You

How do you know if the financial consultant you are interviewing will be a good fit for you and your finances in the long run?

Obviously, it helps to know what key questions you should ask an advisor you are considering doing business with. We explore this in depth by reviewing the top 12 questions to ask your advisor, according to Ed Slott, world-renowned CPA and author of several leading books on retirement distribution planning. Questions like: “How do you ensure that my beneficiaries get the stretch IRA?” and “What is the latest IRA tax rule you are aware of?” are covered.

This short webinar recording has been posted on our website: www.richmondbrothers.com. Take 15 minutes to review this informative video. Should this webinar prompt any questions, please e-mail Dave or Matt at questions@richmondbrothers.com.