Drum roll please….
Check family members IRA beneficiaries and options, and make sure you are making the best choice.
This isn’t some risky scheme or illegal tax move…it’s just smart wealth planning! It’s giving your money attention.
If the thought of tax planning makes your skin crawl, you can always hire a financial planner or CPA by the hour if you don’t work one regularly to advise you on this very basic wealth planning strategy. Then you’ll probably just need to fill out a couple of forms if you see that you would benefit from making a change… It’s that easy!
Investing $100 to $300 in a half hour proactive financial consultation and savings $100,000…. Hmmmm…Sounds like a pretty amazing risk reward!
See how one family used this wealth planning technique in this article at yahoo finance.