
Inheriting a retirement account
Gabriel Katzner - January 25, 2021 - Estate Planning
Meet the Smith family. Mark is the co-owner of a small business with his wife, Margo. Mark and Margo have two adult children, Jessica and Larry. Mark also has a sister, Jan, whom he has been financially supporting for several decades. Mark and Margo each have their own retirement accounts. They have contributed to them […]
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