Have you ever wondered who you should list as the beneficiary to your IRA? Did you know that different beneficiaries are subject to different tax implications? Listen to Evan Shorten and Elean Mendoza as they discuss the tax implications of the four most common IRA beneficiaries.
Your 60’s is the home stretch and the last decade for you to dot your “i’s” and cross your “t’s.” In your early 60’s, you need to plan for your retirement income streams and distributions.