Where retirement and perspective intersect

Who will inherit more of your estate, the kids or Uncle Sam? The difference is often a Stretch IRA.

By webteam | April 15, 2016 | 0 Comments

By Michael R. Panico, CFP® We talk a lot about inheritance and estate protection at our workshops. Those planning for retirement often express the desire to transfer as much of their unused nest egg as possible to the people they love most. Unfortunately, many of us are not successful due to being clueless about RMDs…

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 603.681.9190

Call Now Button