The emergence of the "Retirement Security Law" has interfered with the initial financial planning of high-net-worth families to leave money for their children, but it is not without a good response plan.
Author: Jim Chu
Practicing insurance broker in the United States, with many years of experience in wealth management, estate planning, retirement planning, trust and asset protection.Contact me: E-mail:[email protected]
Tel: 626-643-5300
Under the new IRA asset inheritance regulations, what new problems will be faced when leaving IRA assets to children?
When parents and elders want to leave personal retirement accounts to the next generation of young people, what problems will they encounter?What is this problem?What about the specific case?
From Microsoft’s apocalyptic wealth inheritance plan, deconstruct two experience cases of family wealth inheritance from generation to generation (in-depth sharing)
In the face of asset inheritance and the continuation of family wealth, is there any good storage method that can effectively help us solve this problem?
Case Study of USD Asset Allocation Financing (XNUMX): How much more can I get after financing a large insurance policy?
Compared with the conventional insurance strategy that uses policy financing, how big is the difference between the two in taking money?It may be beyond your imagination.