About this Event
? Do you have enough money to retire comfortably?
? Strategizing and planning your income needs.
? Making your retirement savings last.
? Retirement considerations to think about, such as legacy planning and long term care.
Retirement Plans and your Estate Plan -- How you can:
? Force your beneficiaries to roll over your retirement plan into an Inherited IRA.
? Protect the inherited retirement plan from your beneficiaries’ divorce, creditors, bankruptcy, or poor money-management.
? Control who will inherit your retirement plan if the primary beneficiary is gone.
? Prevent a costly court process that may be necessary if a minor child is the beneficiary on your retirement plans.