『The Importance of Beneficiary Updates in Retirement Planning - September 6, 2025』のカバーアート

The Importance of Beneficiary Updates in Retirement Planning - September 6, 2025

The Importance of Beneficiary Updates in Retirement Planning - September 6, 2025

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 David breaks down the five key areas—portfolio review, income planning, tax strategies, healthcare, and legacy planning—with practical examples and tips. David also highlights common mistakes in estate transfers and beneficiary designations and discusses powerful tools like donor-advised funds to optimize tax outcomes.

Listen to Retire Ready with David Nicholas, Saturdays at 6 P.M.

For more infomation on retirement planning, visit nicholaswealth.com!
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