GFC 063: How to Turn a $325,000 IRA Into a $786,000 Benefit For Your Heirs - a podcast by Jeff Rose

from 2016-02-10T12:30:38

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If you have a chunk of money that you new that would never need, would rather give a good portion of it to the IRS? Or would you prefer to pass it on to your heirs or a desired charity? In this podcast I share a case study of real life client example dealing with this situation.