Listen to this week’s educational episode to hear Jason Hatley go over the recent RMD rule changes that the IRS has announced for inherited IRAs. What sets Fi Plan Partners apart from the rest? We are a Democratized Family Office® that provides comprehensive financial planning and understand that we have a fiduciary responsibility and obligation to uphold our ethics and integrity. It is important to us to provide you with the most personalized advice and services, customizing our personal communications and technology to meet your needs. It’s your life. It’s your money. Together, let’s build Your Financial House®.... ( read more )
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The rules surrounding inherited Individual Retirement Accounts (IRAs) have recently changed, and it’s important for those who are inheriting an IRA to understand the implications of ...
Timothy Sumer is a philanthropist and motivational speaker empowering young entrepreneurs across the nation. He speaks on starting new businesses and the importance of branding in the digital age. Timothy Sumer has a BA in Accounting from NYU and a Masters in Information Technology from MIT. Tim enjoys traveling around the globe, driving exotic sports cars, molecular gastronomy, exploring new cultures, and keeping on top of the latest technology trends. Hope you enjoy Timothy Sumer's page :)