On this podcast we talk about what to do if you get a love letter from the IRS! Plus, what is a math error notice from the IRS? Also, how will your beneficiaries be affected when they inherit money? Finally, retirement is a bigger live transition than you think! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/originally aired 9/12/2021

Dollars&Sense Nelson Financial Planning

Love Letters From The IRS!

Dollars & Sense with Joel Garris of Nelson Financial Planning is Central Florida's longest-running radio program. Joel is a CERTIFIED FINANCIAL PLANNER, a Certified Financial Fiduciary and a former corporate attorney who changes lives through successful planning. Visit www.NelsonFinancialPlanning.com or call 407-629-6477 to schedule a free one on one conversation. Offering securities through Nelson Ivest Brokerage Services, Inc, Member FINRA, MSRB & SIPC. Please note that these broadcasts are intended for general informational purposes only as individual situations may vary. The views expressed are those of the speaker and are subject to change at any time. Statements made should not be relied upon as a recommendation or solicitation. When discussed, past performance is no guarantee or indication of future results.

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Dollars&Sense Nelson Financial Planning