When we speak about retirement savings, we often talk about products that can provide an income stream you can’t outlive. But, what happens to your money after your lifetime? If you plan on leaving some of your retirement savings to loved ones, we have some ideas that may help. For example, you may be able to leave money to beneficiaries without tax implications. In addition, you may want to consider how the SECURE Act could impact your goals. If you have questions about how to best leave your legacy, call us. We’re here to help.
Plan Ahead
