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Your Money With Mike – 08.30.2019

  Your Money With Mike – 08.30.2019 In this week’s podcast, Mike talks about some important things to keep in mind when rolling over a 401(k) or IRA. Be sure that you don’t get caught up in unnecessary fees or penalties!...

Qualified Charitable Distributions:1:40

Qualified Charitable Distributions:1:40   Here is a question we received last week by email.  Remember Tradewell  Tax and Financial is a full service firm and we take a hard focus on taxes.  Here is the question: I will turn 70 1/2 on January 15, 2020. I plan to...