Can You Leave Your IRA to a Trust? Here are the Facts!

Описание: 🎙️ Welcome to the Video Version of Our Podcast
This is Big Picture Retirement. You can find the audio version of all these episodes on our website, https://www.bigpictureretirement.com/, or anywhere podcasts are found.

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👋 Meet Your Hosts
→ John Ross, JD is an estate planning attorney who helps families navigate complex legal and elder law issues.
→ Devin Carroll, CFP® is a financial planner who specializes in tax-efficient retirement planning that dares to question conventional wisdom.

Together, we break down the tax, legal, and financial components of a Big Picture Retirement into clear, actionable insights.

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The essential brackets, thresholds, and retirement rules—condensed into a powerful, easy to read summary. 👉 https://www.carrolladvisory.com/pl/21...

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🔗 Want to Work With Us?

Everything on this channel is general education we do not provide specific tax, legal, or financial advice. However, you can engage Devin or John through their individual firms.

📌 Contact Devin’s team at https://carrolladvisory.co/youtubeBPR1

📌 Contact John’s team at https://www.rossandshoalmire.com/



Investment Advisory Services offered through Carroll Advisory Group, LLC, a registered investment advisor.