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Estate Planning Attorney Rebecca Wrock Discusses IRA Inheritance, Minors as a Beneficiary, Lady...


Rich Paul, CFP® and special guest Rebecca Wrock, discuss common estate planning mistakes such as a minor inheriting money, ways to stretch your IRA, adding a child as joint owner, lady bird deeds, and more. www.rwpaul.com/ Disclosure: The retirement planning Podcast is for Educational Purposes Only and is not intended as investment/tax advice. Please consult with a qualified professional for any financial, insurance, tax, or legal matters. Richard W. Paul & Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul & Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through G.F. Investment Services, LLC, member of FINRA/SIPC. Richard W. Paul & Associates, LLC and G.F. Investment Services, LLC, are separate entities....(read more)


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TRANSFER IRA TO GOLD: Gold IRA Account
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https://inflationprotection.org/estate-planning-attorney-rebecca-wrock-discusses-ira-inheritance-minors-as-a-beneficiary-lady/?feed_id=51668&_unique_id=63a166ca1b02a #Inflation #Retirement #GoldIRA #Wealth #Investing #attorney #CFP #couzens #Estate #lansky #michigan #paul #Planning #probate #rebecca #Retirement #Rich #trust #wills #wjr #wrock #InheritedIRA #attorney #CFP #couzens #Estate #lansky #michigan #paul #Planning #probate #rebecca #Retirement #Rich #trust #wills #wjr #wrock
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