wadvisor's recorded Video - Nov 02, 2009

which he runs very much like a family business. Two of his sons work in the organization and Peter expects that they will take over the business whenever he decides to step down which is expected to be in the next two or three years. The family net worth is $20 million with about $3 million of that in Peters IRA. Peter and Lois have about a $700000 lifestyle that they would like to maintain. While traditional business succession is not an issue, the transfer of the balance of the estate ...
Author: wadvisor; Tags: IRA planning retirement planning advanced estate planning advanced income tax planning wealth management tax deferral asset protection charitable planning


















