Following up on Equity Rescue Made Easy last week, Steve Savant and Don Prehn are at it again -- this time with a 5-minute video regarding my Blog #31: IRA Rescue Made Easy. Equally impressive, I thought you would like to view it.
We used Wealthy and Wise® to do this IRA Rescue analysis. Wealthy and Wise evaluations typically require extensive data input as you usually need to enter details of various liquid and illiquid assets. The IRA Rescue strategy discussed in this Blog requires minimal data input. I was able to put the case together in about 10 minutes. If you are brand new to Wealthy and Wise, be sure to ask for the Case Data file (Workbook) below and following its logic should be straightforward.
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Licensing
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