The Independent Advisors Podcast Episode 292: Overblown Sentiment
March 20, 202538m 49s
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Show Notes
Show Notes:
Post on X from Jason Goepfert on 3.17 - https://x.com/jasongoepfert/status/1901733953238634786?
Post on X from Ryan Detrick on 3.13 - https://x.com/ryandetrick/status/1900188476055715893?
Article from Denise Appleby with Morningstar with commentary from Kitces.com titled “How to Fix Misleading Reporting on Clients’ 1099-R” - How To Fix 'Misleading' Reporting On Clients' Form 1099-R