The Great Wealth Transfer

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USA Today Study: https://www.usatoday.com/money/blueprint/credit-cards/study-great-wealth-transfer-plans/

Ramsey Solutions Article: https://www.ramseysolutions.com/retirement/how-many-millionaires-actually-inherited-their-wealth

Rules for Inherited IRA Distributions: https://youtu.be/VQPX_jo09rY

Understanding SECURE 2.0 with Ed Slott: https://youtu.be/HHPMo9l0yeg?si=YbSy0lhJ5N_TAikP

Family Matters: Multigenerational Outlook on Financial Planning: https://youtu.be/l-3EuHowS1o

Family Wealth Management Considerations: https://youtu.be/Le5-EBwRj6w

10 Estate Planning Mistakes to Avoid: https://youtu.be/muJRJ657bhM?si=MzLM4jr5SaIfzjY7