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Your wealth and security may be at stake if these three areas are not complete.
Wealth Preservation: You already saved your money and are living off it. You will want it to be there when you are ready to pass it to your heirs.
Estate Planning: Having your accounts titled properly is key to an efficient estate. You will also want to focus on making your wealth transfer tax efficient and avoid probate.
Inheritance Taxes: By adding some special touches to your plan, your heirs can receive money tax efficiently. It may not be the best idea to simply transfer your IRA's.
Click the Discuss Now Button to meet directly with our Founder, Jan Kuha.
He is available by phone, in-person or video conference.
This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.