Aligning your retirement income goals with your estate planning goals

 

 

 

Chad Burton, CFP®, discusses how you go about to align your retirement income goals with your estate planning goals.as well as:
 

 

• Charitable remainder trust

• Beneficiary mistakes

• Gifting low basis stock to your church or charity rather than cash.

 

Email your money question to [e-mail], or call the show at 1-800-516-1200 from 1:00 p.m. to 2:00 p.m. (PDT)

 

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.newFocusFinancial.com.

 

Commercial-Free