In 2019, the rules around inherited IRAs changed, and Paul commonly gets questions about them from confused investors. Today, Paul covers strategies with inherited IRAs and how some of the stretch features have changed. Later in the show, Paul and his team talk about meme stock managers.
How Do You Know an Investment Firm Is Right for You?
Unfortunately, it is not difficult to get into the investment industry as a financial planner with no experience and very little education.