The unfortunate event needs to be as uneventful as possible. Planning before the event may be in ones best interest. The area of IRA or 401k to an IRA are areas best discussed with a professional who knows this area of money and how you keep it.
It starts with proper beneficiary designation. Looking back at prior beneficiaries and being certain all is what you desire. We also look past employer retirement plans, old IRAs and other important documents/products. Most of the time, these areas consider reviewing.
Hines Financial has many years of study in this area and that is what Hines Financial will bring to you. As well as continued awareness of recent tax law changes. Don’t let your wealth slip away to the IRS or anywhere you did not wish it to. Control your plan. Call or contact us today
