For working Americans, their IRA may be one of their largest assets. It is also one of the most complicated and tax sensitive assets to own for estate planning and wealth transfer purposes. However, with careful planning and consideration of appropriate beneficiary designations,...
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- Tag: retirement planning
Retirement means different things to different people. For some it is a chance to relax, spend more time in leisurely pursuits, and enjoy the companionship of friends and family. For others it is an opportunity to start a business, engage in community service,...
We spend a lot of time here at Diversified Trust helping clients identify and plan for their financial goals. Certainly one of the most common is to have a healthy and prosperous retirement. Good financial advisors help their clients evaluate retirement readiness and...