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Retirement Accounts and Estate Planning: How to Integrate Your IRA and 401(K)
Manage episode 420045515 series 3515176
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On this episode of Legacy Talk Podcast, dive into the essentials of integrating your IRA and 401(k) into your estate plan. Understand the differences between various retirement accounts, the importance of beneficiary designations, and the tax implications for heirs.
Learn key strategies to ensure your assets are protected and effectively passed on. Perfect for anyone planning for a secure financial future.
Tune in and simplify the complexities of retirement accounts and estate planning.
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