Comprehensive IRA and Retirement Planning

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors. This segment focuses on titling assets as tenants by entirety, leaving a legacy, and proper retirement plan and IRA beneficiary designations.  (Recorded 5/18/2016, Session 3 of 6, part 1, segment 2/3.)

[cvg-video videoid=50 width=400 height=400 mode=embed]

Comments are closed.