Retirement and Estate Planning
How do your retirement distributions coordinate with your estate plan? There are many possibilities, depending on your goals for your life and legacy. You have options for charitable gifts and inheritances, and the tax implications are important to know. Your long-term plans for your money affect the actions you take now and in the first years of retirement. There are a number of resources available to you as you look at your goals and draft your path forward.
See below for a video for a discussion of this aspect of your retirement.