You work hard to save money for retirement, but have you given any thought about what would happen to the funds if you pass? Tune in as Estate Planning Attorney Rex Ritchie explains IRA tax traps and bad situations that people often fall into when a well thought out plan isn’t in place.
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Jonathan Baker is a Registered Representative and Investment Advisor Representative through Woodbury Financial Services, Inc. Securities and advisory services offered through Woodbury Financial Services, Inc., member FINRA/SIPC. Insurance services are offered through Jon Baker Financial Group, Inc. Woodbury Financial and Jon Baker Financial Group, Inc. are not affiliated entities. *Neither Woodbury Financial Services, INC., nor its registered representatives or employees, provide tax or legal advice. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice.
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