ERISA Services, Inc.
Kentucky Trust Company
EPIC Retirement Plan Services
Nicholas Pension Consultants
Loren D. Stark Company
RTD Financial Advisors
Retirement Plan Consultants
Farmer & Betts, Inc.
Hochheiser Deutsch & Co, Inc.
Plumbers Local Union No. 1 Benefit Funds
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
|Wealth Planning Before Retirement: Key Concepts|
Oct. 20, 2021
"Wealth planning involves a comprehensive review of all the decisions that affect your finances as you progress into retirement, from housing choices and eldercare options to investment strategies and charitable goals. It also, of course, seeks to ensure that all estate planning documents are in place to protect your interests in the event that you become incapacitated, and ultimately provide for the tax-efficient transfer of assets to the next generation."
|Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the link above).|
|An important word about authorship: BenefitsLink® is providing a hypertext link to the item shown above, but is not the author of the item (unless otherwise specified).|