Review Detail

Thank you Bob for clarifying an area of financial advising that is not usually front and center of everyday discussions. It was important to recognize (which you pointed out) that generally this technique is most effective for individuals who really do need to take money out of their IRAs at an "earlier" age than "normal". So, it is not for everyone, only a select number of clients. But it is a good to know that this technique is available for use and most importantly that it is far more attractive now.