Avoiding This Costly Tax Mistake in Retirement

Ryan Marston discusses the importance of tax and estate planning in retirement. He highlights a case where a man made a tax mistake by giving his daughter an IRA and the Salvation Army a brokerage account. Ryan explains the tax consequences for both parties and emphasizes the need for proper advice and planning. He also touches on the importance of protecting assets and creating an efficient plan for passing them on to heirs.

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