How To Avoid Taxes When Transferring IRA Wealth to Your Heirs

How To Avoid Taxes When Transferring IRA Wealth to Your Heirs

Monday, November 30, 2015| 1 Comment

Estimated reading time: 2 minute(s)

Last month I was fortunate enough to be published for the 2nd time this year on Fortune.com.  Passing assets to heirs as tax-efficiently as possible is a real worry for many successful Americans.  There are a few little known, but very effective ways to keep more money “in the family”.

Working with a skilled financial advisor and planning early can make a world of difference in how much of your hard-earned money can be passed to your heirs. There are many strategies to maximizing your money in retirement.  I encourage you to have the conversation with us to see what it can mean to you and your family.

Click HERE to view my article on Fortune.com.

In Investing LIfe Insurance Retirement Planning Uncategorized Wealth Management | | | | | | |

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