Required Minimum Distributions: Required IRA Exit Strategy
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Walt is our Senior Financial Specialist and the founder of the West Advisory Group. He spends the majority of his time on client acquisitions, reviews, and operations. His normal day starts early and ends late and is always a little different, but Walter loves the challenge! All of this hard work is spent on helping his clients solve their investment problems and building roadmaps for their future. He finds his work extremely gratifying and loves coming up with new, cutting-edge ideas and strategies. He is passionate about bringing financial literacy to everyone and does this through independent and creative financial plans.