Most people rely on their IRAs to fund some or all of their retirement. However, the research shows that the vast majority of individuals will die leaving a great percentage of their IRA behind.
This week, Victor discusses what happens to that IRA and how to put the best planning in place to avoid the trouble and taxes that can come when leaving an IRA from one generation to the next.
Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder law attorney and Certified Financial Planner™. Through his law firm and independent registered investment advisory company, Victor provides 360º Wealth Protection Strategies for individuals in or nearing retirement.
Click below to read the full transcript…