Qualified plans are a good way to accumulate money for retirement but are not as efficient for transferring a legacy to a client’s heirs. At the same time, there is continual tax uncertainty in our midst. We will offer strategies to show how tax efficient legacy allows clients to use their retirement assets to transfer wealth to the next generation.
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Qualified plans are a good way to accumulate money for retirement but are not as efficient for transferring a legacy to a client’s heirs. At the same time, there is continual tax uncertainty in our midst. We will offer strategies to show how tax efficient legacy allows clients to use their retirement assets to transfer wealth to the next generation.
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