You probably only have retirement in mind when you're deciding if you should to roll over a 401(k) from a previous employer. One other consideration you have to think about is your estate.401(k) plan beneficiaries usually receive a lump sum, which may have income and inheritance tax consequences for heirs.While inheriting an IRA has tax implication...
Financial, Investment and Estate Planning Blog
Finances and Estate Planning are 2 critical life areas you can't leave to chance. In this blog, I will share various articles, tips and advice to help you navigate these areas. But a personalized 1 on 1 chat will always trump reading a blog. Call me today!