Episode Details

Back to Episodes
IRA Estate Planning Ideas to Discuss with Your Clients

IRA Estate Planning Ideas to Discuss with Your Clients

Episode 339 Published 1 year, 1 month ago
Description

Retirement assets can mean big tax hits for heirs. Discover expert estate planning tips to reduce taxes and maximize benefits for your clients.

The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.

Listen Now

Love PodBriefly?

If you like Podbriefly.com, please consider donating to support the ongoing development.

Support Us