CMG’s Joseph Edmondson featured on USNews.com
Don’t risk costly IRS penalties, talk to a financial professional before making move that could directly impact your finances after losing a spouse. “You can’t just run projections, draw conclusions, and wake up at 85 hoping you have a few bucks left…”
“Any decision they make, they should make sure they speak to a professional, a financial planner or a certified public accountant…”
Read the full article here.
Author, Rodney Brooks is solely responsible for the content of the attached article. “AXA Advisors, its affiliates and financial professionals are not affiliated with Mr. Brooks, U.S.News & Wold Report, or any individuals or companies appearing within the article.”