Apr 21, 2022
We get so many questions from clients about long-term care options we decided to have a long-term care expert on today’s show. She’ll share some common misconceptions and what you need to know about your future care plans.
TIMESTAMPS:
1:33 – It won’t happen to me
4:18 – My family will take care of me
7:01...
Apr 7, 2022
If you want more of your hard-earned money to go into your family’s pockets instead of to the IRS, today’s show is for you. We’ll explain why you should try an IRA Trust Trilogy.
TIMESTAMPS:
0:28 – IRA trust trilogy
1:45 – Stretch IRAs
3:46 – SECURE Act
4:55 – Three trusts
6:26 – Taxes are due
6:56 –...