Henssler Money Talks

Case Study: IRA Missteps to Avoid

Henssler Financial Season 38 Episode 40

Text us your financial questions!

Director of Research, Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Giuliana Barbagelata, CFP® to advise an investor who recently split from her partner and knows nothing about her IRA—how much she’s contributed, what she’s invested in, and what she can do with the account.

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