For many years, people have put the majority of what they saved for retirement into a 401k account. This can create some complications down the road because it is a pre-tax investment vehicle. Dan and Brent talk to us today on why you may want to consider other types of investments to avoid a huge tax bill in the future.
There are a few essential documents that you should have taken care of, so if something were to happen to you, your loved ones aren’t guessing on what to do. Brent and Dan run through this checklist and give examples of how helpful this has been for some of their clients.