MALISSA MCNANNA

Unlike most financial advisors, who primarily focus on advising their clients on specific financial products they sell - 401k, IRA, Mutual Funds, & Stocks, YFB teaches a proven personal financial literacy program that is based on 7 steps that allow people to get immediate control of their spending, debt, savings, and taxation. We have a comprehensive financial management system that helps individuals and families effectively manage every aspect of their financial lives... IRA Accounts have become one of the largest types of assets inherited by beneficiaries. Many retirees don't plan on using all of these assets, most take only the (RMD) leaving a taxable inheritance. You may wish to consider a legacy planning strategy to reduce taxes and increase the payout your beneficiaries will inherit. We can help to determine if IRA Legacy Planning is the best means for ensuring a long lasting inheritance... Life insurance isn't for those who have died, it's for those left behind. When shopping..