How to Keep Your IRA or 401k in Your Family
If you have money in an IRA that you want to leave for your family without paying income taxes on the transfer, watch this short video to learn how you can "stretch" your tax deferred dollars across as many as three generations.
Scott Garcia
Reduce the anxiety and apprehension of addressing the unknown and future needs of your child with challenges, disabilities and Special Needs. You will find the help you need to achieve your financial and lifestyle goals using our easy, affordable, and streamlined process – developed for families like yours. At Premier Estate and Income Planning, your goals are our goals.