Don’t Leave A Legacy, Leave A TAX EFFICIENT Legacy

30/01/2023 11 min
Don’t Leave A Legacy, Leave A TAX EFFICIENT Legacy

Listen "Don’t Leave A Legacy, Leave A TAX EFFICIENT Legacy"

Episode Synopsis

Jon explains why you should be concerned about RMD’s, and how the recent passing of Elvis’ daughter, Lisa Marie, highlights the importance of a proper wealth transfer and legacy plan. Connect at RetirementSolutionRadio.com.