Episode 313 - Wanted Dead or Alive! Or, Maximizing Your Estate Planning and Retirement Savings Options

Published: April 24, 2023, 1:43 a.m.

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Today on New Retirement Radio, we\\u2019ll be discussing an article from Financial Planning magazine titled \\u201cWealthy investors do a lousy job of telling heirs what they\\u2019ll get.\\u201d\\xa0Apparently, the rich are like everybody else in America in that they typically\\xa0don\\u2019t like to talk about money. But for investors with significant assets to pass on to their heirs, that can be a very costly problem. Deann will provide stats that underscore many points in this article. With the sheer size and complexity of assets passing to the next generation, we\\u2019ll discuss the importance of enlightening the next generation. Next, Heidi will cover the benefit of working two jobs and how that may give you access to more than one retirement plan, which may benefit you greatly. Whether or not you have access to such a strategy, this discussion should help you understand the world of retirement plans and how to better take advantage of these wonderful wealth-building tools.\\xa0Tune in and take control!

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