Scott Iverson, CFP®, ChFC, CEBS, CRPS has joined the Claris team as an Operations Manager and Investment Advisor. Scott has over ten years of experience in the financial industry and holds several certifications including the CFP (Certified Financial PlannerTM). Scott has a successful history of providing comprehensive financial planning advice for retirement, estate, investment and risk management. At Claris, Scott will lead the day-to-day operations and assist with the advising needs of clients. He holds his Bachelor and Master of Business Administration from Stetson University.
Preparing for Higher RMDs as a Retiree
The strong market performance of 2023 means this year’s required minimum distributions (RMDs) are very likely to rise for many retirees. For most, we’d expect that retirement accounts have recovered
Scott Iverson
April 9, 2024
