The Take Aways From IRAs – Avoiding Common Pitfalls

Jon Tidd shared his secrets and other advice to cut through the confusion so you can receive the distributions your donors intended in his January webinar. You can access the articles referenced in the webinar below. 


 PGT Article 1 PGT Article 2 

Didn't register for the webinar but still want to learn more? Click here to purchase the recorded webinar and associated educational materials in the CGP Shop