Skip to main content

Posts

Showing posts with the label JoeClark

Change In Inherited IRA Rules

Consider This Program with Joe Clark, CFP and Angi Kinser. In this segment we will cover: Your legacy plan is one of the many things in life that you cannot simply check off your list and forget about. The tax code has changed and I promise you that it will continue to change. We have people that come in all the time with estate documents created with old rules in mind, things that would simply wreck retirements and create havoc for heirs. You must understand why you need annual tax planning and how things like income variability, death, divorce, and job loss can change the whole picture. There are many tax strategies to consider for every situation. You need to make sure you are working with someone who understands what tax planning really means. Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com 800-928-4001... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Silver IRA...