<a href="https://youtu.be/NxDIckaLZI8">Watch This Webinar Here: https://youtu.be/NxDIckaLZI8</a>
In this webinar you will learn:
When to fund your estate
Beneficiary designations- coordinating with trusts and individuals
RMD's, taxation and the estate plan
Variations on a theme: Roth vs Traditional
Spousal Vs. Non-spousal Beneficiary rules
Creditor Protection for Inherited IRA's

Watch This Webinar Here: https://youtu.be/NxDIckaLZI8 In this webinar you will learn: When to fund your estate Beneficiary designations- coordinating with trusts and individuals RMD's, taxation and the estate plan Variations on a theme: Roth vs Traditional Spousal Vs. Non-spousal Beneficiary rules Creditor Protection for Inherited IRA's

<a href="https://youtu.be/NxDIckaLZI8" rel="noopener noreferrer">Watch This Webinar Here: https://youtu.be/NxDIckaLZI8</a>
In this webinar you will learn:
When to fund your estate
Beneficiary designations- coordinating with trusts and individuals
RMD's, taxation and the estate plan
Variations on a theme: Roth vs Traditional
Spousal Vs. Non-spousal Beneficiary rules
Creditor Protection for Inherited IRA's

Retirement and Estate Plans

Hosted by Rick Durfee, the Live Well, Leave A Legacy™ podcast brings together top advisors, industry experts, and thought leaders to explore how life, law, health, business, and family all intersect. In each conversation, we uncover the practical tools and timeless principles that help you build a life you love while preparing a legacy that can withstand the test of time.

Join us as we dive into the strategies that protect your wealth, strengthen your relationships, elevate your wellbeing, and help you design a future that helps protect what matters most. Your legacy starts today.

Education

Self-Improvement

Hosted by Rick Durfee, the Live Well, Leave A Legacy™ podcast brings together top advisors, industry experts, and thought leaders to explore how life, law, health, business, and family all intersect. In each conversation, we uncover the practical tools and timeless principles that help you build a life you love while preparing a legacy that can withstand the test of time. Join us as we dive into the strategies that protect your wealth, strengthen your relationships, elevate your wellbeing, and help you design a future that helps protect what matters most. Your legacy starts today.

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Retirement and Estate Plans

Retirement and Estate Plans