GFC 063: How to Turn a $325,000 IRA Into a $786,000 Benefit For Your Heirs

from The Good Financial Cents Show w/ Jeff Rose, CFP®

If you have a chunk of money that you new that would never need, would rather give a good portion of it to the IRS? Or would you prefer to pass it on to your heirs or a desired charity? In this podcast I share a case study of real life client example dealing with this situation.

Episode metadata supplied by the publisher feed · Published Feb 10, 2016

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GFC 063: How to Turn a $325,000 IRA Into a $786,000 Benefit For Your Heirs

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This episode is 22 minutes long.

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This episode was published on February 10, 2016.

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