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Minors as Beneficiaries - How to Protect Your Heirs
Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery
Are you considering, or have you named, a minor or minors as beneficiary to your IRA? There are many things to consider when naming a minor as a beneficiary. Join Jesse D'Elia, CFP® and me as we discuss the details and some things to pay attention to.
3 Pillars of Investment Management: https://youtu.be/mgSBeGzVqgg
Visit our website: https://www.attleborowealth.com
Listen to the 'Not a Guru' Podcast on Spotify (or any other Podcast platform): https://open.spotify.com/show/2dTsIcyjJyR5NsZfgiL0Dc?si=c2ddc0bab77e4789
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place.
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By Mark Byelich, CFP®Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery
Are you considering, or have you named, a minor or minors as beneficiary to your IRA? There are many things to consider when naming a minor as a beneficiary. Join Jesse D'Elia, CFP® and me as we discuss the details and some things to pay attention to.
3 Pillars of Investment Management: https://youtu.be/mgSBeGzVqgg
Visit our website: https://www.attleborowealth.com
Listen to the 'Not a Guru' Podcast on Spotify (or any other Podcast platform): https://open.spotify.com/show/2dTsIcyjJyR5NsZfgiL0Dc?si=c2ddc0bab77e4789
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place.