Leaving a Legacy: Tax Savings for Your Heirs

May 9, 2024

 

Watch this free clip from the “Estate Planning in Your Retirement” online course. Shane Perry, a TRS financial planner and course instructor, walks us through three possible scenarios for inheriting IRA accounts.

With careful tax planning, Mark has the potential to save his family thousands of dollars in the long run. Learn more about how these considerations could apply to your retirement in the full “Estate Planning in Your Retirement” online course.

Remember: You don’t have to navigate changing legislation, complicated tax scenarios, or comprehensive planning all on your own.

Schedule your complimentary one-on-one consultation with a financial planner at The Retirement Solution!

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