Will Your Heirs Know What to Do With Their Inheritance?

Send us Fan Mail Leaving a legacy is one thing, but making sure it’s handled wisely is another. Tim Wood explores strategies for passing assets to the next generation, including trusts, beneficiary planning, Roth conversions, and the tax considerations surrounding inherited accounts. Plus, the conversation turns to finding your personal retirement “magic number” and separating facts from hype when considering annuities. It’s a look at why retirement and legacy planning should be built around ...