This week on Retirement360, MWA advisor Troy Bolton and host, Randy Cook are talking taxes - but with a focus on what to do when YOU are the beneficiary. Many families will set up tax efficient legacies for your loved ones, but what happens when you inherit a 401(k)? How do you roll over the assets? How can you prolong RMDs? And most importantly, how do you navigate the taxes?

We often discuss the importance of a good retirement plan and it is more than just income. Troy and Randy determine the 5 elements to make sure you are set for the future.

A solid income plan

An investment plan

A tax- efficient plan

A health care plan

A legacy plan