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On this episode, Joel Garris, of Nelson Financial Planning, talks about bipartisan bills that Washington is purposing in regards to required minimum distributions. In addition, Joel talks about the new team member that joined Nelson Financial Planning. Finally, Joel talks about what we learned from our first client meeting of the year. For more information, visit www.NelsonFinancialPlanning.com
On this episode, Joel Garris, of Nelson Financial Planning, talks about bipartisan bills that Washington is purposing in regards to required minimum distributions. In addition, Joel talks about the new team member that joined Nelson Financial Planning. Finally, Joel talks about what we learned from our first client meeting of the year. For more information, visit www.NelsonFinancialPlanning.com read more read less

5 years ago #401k, #403b, #529, #annuities, #debt, #faang, #finance, #financialplanning, #income, #insurance, #investing, #investorcost, #retirement, #socialsecurity