Choose Your Own Retirement Adventure


















Investment account consolidation is important to consider for estate planning.
Without even realizing it, most people are familiar with protection-first thinking. If you remember travelling on an airplane in a not too distant past, you would recall this important point in the safety demonstrations “In the event of sudden decompression, secure your own oxygen mask before helping others.”
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.