Tale of Two Investors and Dollar Cost Averaging
- Author
- Henssler Financial
- Published
- Tue 13 Dec 2022
- Episode Link
- None
Original Air Date: December 10, 2022
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Clay Norman, CFP® to provide advice for two investors who both have a lump sum amount they want to invest; however, they have very different planning needs.
Read the Article: https://www.henssler.com/leaving-your-ira-to-a-non-spouse-beneficiary
