Posts by John Stohlman
Do you want to leave an IRA to your Children or Grandchildren?
Recently we have had several client inquiries asking, “Is leaving my IRA to my children or grandchildren a good idea?” The answer to the question is possibly. As so often is the case, it depends on the goals you are trying to accomplish, and of…
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in Financial Planning, Life After Retirement, Retirement, Retirement Planning by
John Stohlman Jan 16, 2023