Legacy Talk Podcast

Retirement Accounts and Estate Planning: How to Integrate Your IRA and 401(K)


Listen Later

On this episode of Legacy Talk Podcast, dive into the essentials of integrating your IRA and 401(k) into your estate plan. Understand the differences between various retirement accounts, the importance of beneficiary designations, and the tax implications for heirs. 

Learn key strategies to ensure your assets are protected and effectively passed on. Perfect for anyone planning for a secure financial future. 

Tune in and simplify the complexities of retirement accounts and estate planning.

...more
View all episodesView all episodes
Download on the App Store

Legacy Talk PodcastBy Attorney James Jones