In retirement, there are landmines and pitfalls waiting around every corner. In previous episodes we've walked through the importance of generating retirement income, managing your investment risk, and avoiding tax bombs, but now we want to cover what happens when your time here on earth comes to an end. Because for most of our listeners, it's inevitable that you will leave some money behind to your heirs. Find out in this episode how you can ensure the right people end up with their hands on your money.
The information discussed in this show is educational only and should not be considered advice or used in consideration in the purchase of any securities or investment services. You are encouraged to consult your tax, legal or financial professional before taking any action.