IRS Releases RMD Reversal Guidance for 2020
/The IRS has provided relief guidance for those retirement savers that had already taken RMDs in 2020 but wish to reverse them…
Read MoreThe Apex Advisor
Jeff DeHaan, CFP®
Helping my clients negotiate the twists and turns of their financial lives is my passion. Another of my passions is Motorsport. As an avid driver and driving instructor, I’ve found over the years that the concepts utilized across these passions often overlap. Focusing your vision far ahead, finesse, and commitment are all necessary to be successful in both arenas.
As a Partner with Clearwater Capital Partners, I not only use these concepts to help solve problems for my clients, but to help them build an understanding of how to hit their marks in the future.
