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
Bill goes through scenarios of when it makes sense to convert a retirement account to an IRA.
What To Do Before You Retire
Important concepts to consider before you retire and how to set yourself best for asset protection in retirement.
Bill continues his conversation with Diane Surgeon as the subject shifts to what you need to do once your caregiving journey has concluded.
Bill welcomes attorney Diane Surgeon to discuss how taking care of yourself when in a caregiving role is an essential part of life planning.
Minimum Required Distributions
Bill breaks down what you need to know about taking money out of a retirement account, before and after retirement.
Bill describes how 401K retirement accounts work and how to avoid some common mistakes.