Jan 28, 2021
Bill Harris RMA®, CFP®, author of “Inheriting Your Spouse’s IRA: The Widow’s Guide to Keeping More of Her Assets”, founder of WHCornerstone Investments (www.whcornerstone.com) and past president of the FPA MA, joins host Chris Boyd to discuss Bill’s new book. It is a resource for investors and advisors in considering challenging issues widows face in dealing with their IRA’s and is written in an accessible manner. Bill shares why he wrote the book, how he went about it (with tips for advisors considering writing a book for a relatively modest expense), how he is using the book in his practice & his marketing. Listen in to this practical discussion for insights in spouses inheriting IRAs and for marketing yourself as an expert.