EPISODE · Jul 14, 2014 · 51 MIN
Episode 80 - Using Trusts to Protect your Family with Matt Schwartz
from Retire Secure! · host James Lange
Episode 80 - Using Trusts to Protect your Family with Matt Schwartz - TOPICS COVERED: Introduction of Guest - Matthew Schwartz; What Are Trusts?; Trusts for Spendthrifts; Designating A Trustee; What Are Dynasty Trusts?; When the Bulk of Your Money is in IRAs; The Magic Language You Need To Defer Taxes
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Episode 80 - Using Trusts to Protect your Family with Matt Schwartz
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