Tag Archives for " Estate Planning "
What Options Do You Have When Inheriting an IRA?
Deciding who should inherit your retirement account is an important part of estate planning…and for your loved ones. You have several options available beyond the obvious.
Continue readingFirst String or Second String…They should all be good
Being a member of the Wealth Counsel organization gives me access to the first string across the country, and recently one of these colleagues addressed what is a concern for many of my clients. So I’m passing along his thoughts. I think you will find them, as I did, to be very relevant and helpful. […]
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