Retirement and Estate Plans
Sep 30, 2020•1 hr 6 min
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Episode description
Watch This Webinar Here: https://youtu.be/NxDIckaLZI8
In this webinar you will learn:
When to fund your estate
Beneficiary designations- coordinating with trusts and individuals
RMD's, taxation and the estate plan
Variations on a theme: Roth vs Traditional
Spousal Vs. Non-spousal Beneficiary rules
Creditor Protection for Inherited IRA's
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