61 episodes

Bill Alexander of W.G. Alexander and Associates provides expert advice to help ensure you keep and protect as much of the money you have earned and saved.

Asset Protection Today with Bill Alexander W.G. Alexander and Associates

    • Investing
    • 3.3, 3 Ratings

Bill Alexander of W.G. Alexander and Associates provides expert advice to help ensure you keep and protect as much of the money you have earned and saved.

    When To Convert A Retirement Account To An IRA

    When To Convert A Retirement Account To An IRA

    Bill goes through scenarios of when it makes sense to convert a retirement account to an IRA.

    • 9 min
    What To Do Before You Retire

    What To Do Before You Retire

    Important concepts to consider before you retire and how to set yourself best for asset protection in retirement.

    • 17 min
    After Caregiving

    After Caregiving

    Bill continues his conversation with Diane Surgeon as the subject shifts to what you need to do once your caregiving journey has concluded. 

    • 13 min
    Caregiving Respite

    Caregiving Respite

    Bill welcomes attorney Diane Surgeon to discuss how taking care of yourself when in a caregiving role is an essential part of life planning.

    • 11 min
    Minimum Required Distributions

    Minimum Required Distributions

    Bill breaks down what you need to know about taking money out of a retirement account, before and after retirement.

    • 10 min
    401K Mistakes

    401K Mistakes

    Bill describes how 401K retirement accounts work and how to avoid some common mistakes.

    • 10 min

Customer Reviews

3.3 out of 5
3 Ratings

3 Ratings

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