The availability and popularity of retirement plans have caused many to hold a majority of wealth in the form of retirement accounts or life insurance. For many, retirement accounts are their largest assets outside of their homes. Despite a more financially educated public, many people do not understand how retirement assets are passed upon death.
There are 10 common IRA and Legacy mistakes – the solutions starts here! Complete this form to receive our pdf containing an overview of common mistakes, and an overview of the solutions that can help make a significant difference to your family and loved ones.