Efficient Wealth Transfer: IRA’s are tax nightmares!
(Click on title to watch video)
IRA’s are tax bombs waiting to explode upon your using it or, worse yet, at your death. No matter who you are, the tax man owns a part of your IRA and in effect, has a lien on your account. Don’t let the government waste your money and sacrifice your future. Instead, learn this one powerful strategy to effectively transfer an IRA to your beneficiaries and family.
Hello Bryan & Sara,
I just finished watching your video on Estate Planning – “Efficient Wealth Transfer IRA’s are Tax Nightmares”. During the video, you state two times that after the video there is a PDF file which re-states what is said in the video. For the life of me, I am unable to locate any link to or actual .pdf pertaining to IRA’s or Estate taxes. Can you please guide me or send the link directly to my email address. Thank you.
Doug Smith – avid reader of your website and listener of your radio show.