Watch a free clip from the “Estate Planning in Your Retirement” online course to learn:
- The 4 essential questions that can help you determine if you need a trust or a will
- Which professionals you’ll need on your estate planning team
- Where you can learn more about avoiding common estate planning pitfalls in your retirement
To discover how we can help you create a solid retirement plan that works for you and your beneficiaries, be sure to enroll in “Estate Planning in Your Retirement!”
Investment advisory services and insurance services are provided through The Retirement Solution LLC, a Registered Investment Advisor.
The general views outlined in this material are those of The Retirement Solution LLC and should not be construed as individualized or personalized investment advice. The information presented is for educational purposes only developed from sources believed to be providing accurate information. It is not intended to make an offer or solicitation for the sale or purchase of any specific products, services, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company. To comply with IRS Regulations, we are informing you of the following: Any discussion or advice regarding tax issues contained in this video presentation was not intended or written to be used, and cannot be used, to avoid taxpayer penalties. Anyone viewing this presentation or contemplating a transaction discussed in this material should seek advice based on your particular circumstances from an independent tax advisor. Information is not intended to provide specific legal or tax advice.
The information in this material is not intended as tax or legal advice. Be sure to first consult with a qualified financial adviser, tax professional, or attorney before implementing any strategy or recommendation discussed.
