Chad Burton, CFP®, discusses how you go about toalign your retirement income goals with your estate planning goals.as well as:
Charitable remainder trust
Beneficiary mistakes
Gifting low basis stock to your church or charity rather than cash.
Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1200 from 1:00 p.m. to 2:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.newFocusFinancial.com.
Commercial-Free
