Two Special Trusts to “Stretch” IRAs

After the SECURE Act, most IRA beneficiaries are required to withdraw the balance of the account within 10 years after the owner’s death. The details

Episode 11: Mom Died, Now What?

Podcast: Play in new window | DownloadSubscribe: Android | Google Podcasts | RSS | MoreWant to know what happens after a loved one dies? Brent

Episode 10: Asset Protection (Part 2)

Podcast: Play in new window | DownloadSubscribe: Android | Google Podcasts | RSS | MoreWe continue our conversation with Isaac Rothschild on Asset Protection planning

Episode 9: Asset Protection (Part 1)

Podcast: Play in new window | DownloadSubscribe: Android | Google Podcasts | RSS | MoreIsaac Rothschild joins Brent Nelson and Rachel Sass to talk about

Other Tax-Saving Moves in a Low Interest/Value Time

We are living in a difficult moment. Businesses, families, and individuals are struggling because of the COVID-19 pandemic. And, the struggles are largely not anyone’s

Episode 8: Electronic Wills

Podcast: Play in new window | DownloadSubscribe: Android | Google Podcasts | RSS | MoreJenna Rubin joins Brent Nelson and Rachel Sass to talk about

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