Success in the New RetirementSuccess in the New Retirement

Uncle Sam is Bringing an Invoice to Your Funeral

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President Biden is pushing for trillions more in spending and his supporters in Congress are considering several options to pay for this spending plan. One option is a "death tax" where your family would pay a tax for what they inherit from you after you die. Damon Roberts details some steps to protect your family from Uncle Sam when you are gone. 

For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com

 

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Success in the New Retirement

Retirement planning has changed dramatically, but a successful retirement is within reach! Financial 
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