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3min chapter
Patti Brennan: How to Avoid Costly Mistakes With Inherited IRAs
Barron's Advisor
Navigating the Complexities of Inherited IRAs and Client Trust
This chapter explores the complexities of inherited IRAs and the crucial decisions that can influence financial outcomes for clients. It emphasizes the importance of effective communication and trust-building between advisors and clients to enhance financial stability through personalized strategies.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode