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America's Wealth Management Show

IRAs Are Bad for Wealth Transfer

Broadcast on:
23 Feb 2023

Do you remember when IRAs were good? Congress messed that up with the SECURE Act. IRAs are now a bad wealth transfer option. Dean Barber and Bud Kasper will help explain why that is and what all to consider when transferring wealth to your loved ones. Find resources from this episode here: https://barberfinancialgroup.com/transferring-wealth-iras-are-a-bad-option/?utm_source=YouTube-BFG&utm_medium=AWMS&utm_campaign=transferring-wealth-iras-are-a-bad-option