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Eye on Estate Planning - Strategic Use of Investment Accounts

EPISODE · Jun 1, 2022 · 28 MIN

Eye on Estate Planning - Strategic Use of Investment Accounts

from Connecting the Dollars by Propel Financial Advisors · host Emily Agosto - Propel Financial Advisors

This episode was recorded in January of 2022. Recent legal and tax changes impact the way you should be saving for retirement. For most people, their 401(k) becomes a traditional IRA via a rollover when they retire.  So, if most of your savings is in a traditional 401(k) plan, this is for you! www.connectingthedollars.com

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Eye on Estate Planning - Strategic Use of Investment Accounts

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