Kevin Landis, CFP®, ChFC®, Senior Vice President, and Financial Advisor at Wealth Enhancement was featured by GOBankingRates in “Wealth Transfers: 9 Unexpected Obstacles To Plan For Before It’s Too Late.”
“So there’s a 10-year rule now that if the kids receive anything that’s tax-qualified, that money has to come out of that tax preferred environment within 10 years, but they lose up to a third of it in income taxes.”
For more information, access the full article authored by Jordan Rosenfeld here.
