BONUS: NEW SECURE ACT RULES
- The 3 documents everyone MUST HAVE in retirement
- The USELESS WILL-it’s a good thing!
- Basics of a Revocable Living Trust
- How to avoid DEATH Probate and LIVING Probate
- How to BLOW UP 401K’s and IRA’s with unnecessary TAXATION
- How to accidentally disinherit children and grandchildren
- 2nd marriage solutions in Estate Planning
- What to do if you have a Retirement Account and a Revocable Living Trust
- Bene?ciary Form mistakes to avoid-Retirement Accounts, Life Insurance, Annuities
Special notice: This class will be delivered online. You will need access to a computer with an internet connection that remains stable for the duration of the class. Though a chat feature is available, a microphone is preferred. For most productive audio/video participation, a webcam and/or headset are encouraged. Virtual classes may be recorded.
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