Retirement 360

Respect Your Elders - November 27, 2021


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After a segment on Black Friday spending, Alan and Troy discuss legacy planning, and the importance of laying out everything needed to be sure that assets are passed down not only in accordance with the wishes of the retiree, but also done so in the most tax efficient way possible so that those left behind are not burdened with further issues.
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Retirement 360By Alan Mercurio

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