58 min listen
Tax Diversification For Your Legacy Plan
Tax Diversification For Your Legacy Plan
ratings:
Length:
13 minutes
Released:
Aug 19, 2022
Format:
Podcast episode
Description
All beneficiaries are not equal, and it is the same for assets! Tax diversification in your legacy plan is a great thing! You worked hard for the retirement you want, and you want to enjoy it, but once you have passed on, who gets it, and how should they use it? Call now to schedule your complimentary Next Steps meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com. Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.com We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com
Released:
Aug 19, 2022
Format:
Podcast episode
Titles in the series (100)
REALLY, anyone can be a Financial Planner, HOWEVER...: Understanding why anyone can be a Financial Planner but NOT a Certified Financial Planner or Fiduciary. by Your Retirement Playbook