Michelle Lerman answers the trickiest estate planning and tax questions I can give her

Michelle Lerman answers the trickiest estate planning and tax questions I can give her. She also dissects irrevocable trusts and life trusts. We also discuss:

 

• Ways grandparents can leave money to heirs in a tax free account which can then be inserted to their IRA all while avoiding the RMD.
• Why you want to pay taxes now rather than paying them when you’re older
•  Then I take listener calls about 401k funds and another listener asks if it’s best to invest in total international stocks or European stocks only.

To sign up for Thursday seminar in Walnut Creek, click here!

 

Email your money question to [e-mail] , or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)

 

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

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