CBS MoneyWatch: The New IRA Rules

Policy changes have impacted the rules surrounding IRAs. Dustin Smith has some tips to help you navigate the new changes.

The opinions voiced in this show are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to investing.

Dustin Smith

Senior Vice President, Financial Advisor

Plymouth, MN

As the leader of the team, Dustin works to create, monitor and adjust comprehensive wealth management plans for all his clients nationwide. He has extensive expertise in financial planning and was an adjunct professor for many years, teaching CFP courses. Dustin shares his valuable knowledge and experience as a regular guest on the WCCO morning show and was recently quoted in Forbes and Bloomberg.