WH Cornerstone Investments Announces Publication of a New Book by Bill Harris, CFP®, RMA® – World News ReportPosted by On


Bill Harris, CFP®, RMA®, Author of ‘Inheriting Your Spouse’s IRA: A Widow’s Guide to Keeping More of Her Assets’.

This new book tackles the estate tax and legal maze to provide an empowering roadmap for widows inheriting an IRA

DUXBURY, MA, UNITED STATES, July 14, 2021 /EINPresswire.com/ — WH Cornerstone Investments is excited to announce the publication of ‘Inheriting Your Spouse’s IRA: The Widow’s Guide to Keeping More of Her Assets’ a new book written by co-founder Bill Harris, CFP®, RMA®.

An IRA is one of the most common assets a couple will have in their portfolio and inheriting a deceased spouse’s IRA touches almost everyone’s lives either directly or indirectly through parents, family and friends. Yet until this book, very little attention has been given to the surviving spouse’s inherited IRA. Bill Harris, CFP®, RMA® provides a comprehensive planning guide for navigating the estate tax and legal maze associated with the IRA universe which also includes the new tax rules and limitations brought about by the recent SECURE Act.

As a CERTIFIED FINANCIAL PLANNER Practitioner and Retirement Management Advisor, Bill’s knowledge and experience optimizes his widowed clients’ financial resources. His expertise of over 30 years focuses on helping widows obtain financial peace of mind, rise up, and navigate their path forward.

‘After years…

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Bill Harris, CFP®, RMA®, Author of ‘Inheriting Your Spouse’s IRA: A Widow’s Guide to Keeping More of Her Assets’.

This new book tackles the estate tax and legal maze to provide an empowering roadmap for widows inheriting an IRA

DUXBURY, MA, UNITED STATES, July 14, 2021 /EINPresswire.com/ — WH Cornerstone Investments is excited to announce the publication of ‘Inheriting Your Spouse’s IRA: The Widow’s Guide to Keeping More of Her Assets’ a new book written by co-founder Bill Harris, CFP®, RMA®.

An IRA is one of the most common assets a couple will have in their portfolio and inheriting a deceased spouse’s IRA touches almost everyone’s lives either directly or indirectly through parents, family and friends. Yet until this book, very little attention has been given to the surviving spouse’s inherited IRA. Bill Harris, CFP®, RMA® provides a comprehensive planning guide for navigating the estate tax and legal maze associated with the IRA universe which also includes the new tax rules and limitations brought about by the recent SECURE Act.

As a CERTIFIED FINANCIAL PLANNER Practitioner and Retirement Management Advisor, Bill’s knowledge and experience optimizes his widowed clients’ financial resources. His expertise of over 30 years focuses on helping widows obtain financial peace of mind, rise up, and navigate their path forward.

‘After years…



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