Bob Warner

Executive Vice President at Johnson Financial Group
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Robert Warner specializes in helping clients achieve their financial, retirement and estate planning goals with emphasis on retirement income, estate conservation and family wealth transfer planning. In addition to his executive responsibilities, he is actively involved in new business development and client service.

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  • A multi‐generational IRA (MGIRA), also known as a stretch IRA or dynasty IRA, is simply a wealth transfer method that allows you to “stretch” your accumulated IRA assets over a couple of generations. It works best if you don't think you will need all of your IRA assets for retirement income.

    17 July 2019
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