top of page
Radio Interview June 2024
Estate Planning For Retirement Accounts.
Estate Planning Insights With Marisha Charbonnet
Estate planning for retirement accounts involves strategically managing and distributing assets held in retirement plans, such as IRAs and 401(k)s, to ensure they align with your overall estate planning goals and provide financial security for your beneficiaries. Proper planning can help minimize tax burdens, ensure smooth transfer of assets, and preserve the value of retirement savings for future generations.
Click Below To Listen To The June 1st, 2024 Radio Segment on Your Real Estate Life
Play Video
bottom of page