One of the most difficult things you can face in life is losing a loved one. You spend years planning for retirement, but nothing quite prepares you for the death of a spouse.
Here are some of the financial factors that could be impacted by the loss of a spouse:
▪️ Individual Retirement Accounts (IRAs)
▪️ 401(k) Plan
▪️ Estate Taxes
▪️ Social Security
Having a plan in place for your assets could help protect your family’s financial future and provide you with added peace of mind.
To learn mo, contact us today at (805) 570-3765. You can also schedule a complimentary consultation by clicking the "Contact Us" button on Facebook or the "Let's Chat" highlight on Instagram!
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Sep 26, 2022
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