A lot of people have a plan for accumulating money for retirement, but far too often, that’s where the planning stops. That’s not good enough. A plan for taking money out of your retirement accounts – is just as important, if not more so. Watch this webinar, as Greg informs you of the strategies to help you save taxes and get more out of your IRA.
Savvy Generational Planning: Six Steps to Legacy Planning for the Generations
If you died tomorrow, how would your assets be distributed? Do you even know? Tune into this webinar to kickstart