Estate Taxation Of IRAs And Qualified Plans For RIAs

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yay good

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Very informative

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Bob thanks for a solid review of the basic principles of the intersection of estates and financial services. Your emphasis are caution in these situations is warranted. Bad things can happen when people overlook the necessary procedural steps to best preserve the assets of the deceased. This means a laser-like focus on choices available to the executor and the beneficiaries. Your points are very well taken. The importance of bringing in an experienced attorney and/or CPA cannot be overemphasized. Thank you.

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