2017-06-02T08:43:48+00:00

Inheritance Gone Wrong

With Denise Appleby
IRA/Employer Plan Specialist

You may be concerned about running out of money in retirement, but have you given any thought about what to do with the excess? Tune in as IRA/Employer Plan Specialist Denise Appleby shares shocking stories of tax disasters that occurred when IRA beneficiaries weren’t properly designated, or when beneficiaries collected the funds without proper advice.