Episode 3: IRA Conversations with Appleby. IRS Form 8606 . Guests Emily Bowler & P. Lewis Robinson
The Importance of IRS Form 8606/ Touching on qualified charitable distributions (QCDs)/ Guests: Emily Bowler & P. Lewis Robinson of CapSouth Wealth Management. Listen/watch here
The Retirement Dictionary was created to provide IRAs and employer retirement plan information in an easy-to-understand manner for individuals at all levels of expertise and to help educate everyone about how retirement plans work.