May 15th, 2024 Grow Money Business with Grant Bledsoe

Ep #233 – Why Am I Getting These Annoying Amended 1099s Every Year? What Can I Do About It?

Ep #233 - Why Am I Getting These Annoying Amended 1099s Every Year? What Can I Do About It? Grant Bledsoe 41:18

We’re trying a new format on the show! Starting this week each episode of Grow Money Business will include a few consistent sections. We’ll answer mailbag questions. We’ll interview guests. We’ll spend a couple minutes reviewing the markets. And we’ll review news articles you should be paying attention to. Enjoy!

Resources:

etf.com/sections/news/fidelity-adds-surcharge-etf-platform

wsj.com/personal-finance/retirement/inherited-retirement-account-ira-irs-c3c95273?mod=personal-finance_lead_story

Grant Bledsoe Financial Planner to Business Owners

I'm a financial planner to business owners, and the founder of Three Oaks Wealth. Our firm helps business owners align their business interests with their personal finances, often including the exit or sale of equity holdings.

I hold several professional credentials, including the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst, and Certified Exit Planning Advisor designations.

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Ep #233 – Why Am I Getting These Annoying Amended 1099s Every Year? What Can I Do About It?

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