Most retirement plans don’t fail in the way people expect. They don’t collapse overnight. There’s no dramatic moment where the money suddenly runs out and the plan is exposed as flawed. The ones that were planned very well by people who ran the numbers over and over again. The assumptions were reasonable. The numbers worked. The projections held up under stress tests. If you handed the spreadsheet to a professional, they’d probably nod and say it looked as good as it gets.
To minimize your heirs' tax burden, you need to focus on strategically aligning your investment account types and assets with your estate plan, as well as pay attention to the potential impact of RMDs.
Mark Tilbury, who runs a multi-million-dollar firm and boasts more than seven million subscribers on YouTube, claimed that gift cards are 'basically a scam'
Enzo is the CEO of Lugen Family Office, CEO of Medici Family Office, a best selling author, and a social entrepreneur. Enzo is the most trusted Consigliere to several UHNW families and a sought after speaker.
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