This presentation is a hypothetical view of financial planning items a client might see in the course of an advisory review. This is for informational purposes only and should not be construed as an investment recommendation or solicitation. Please consult a financial professional to discuss your individual situation prior to making any investment decision.
Tim Hayes recently completed a graduate-level course, Certified Tax Specialist (CTS™), from the Institute of Business & Finance.
Trusts for retirement plan owners who died before 2020 can use the old law and remain useful planning tools. But unless the new law changes, there appears to be little benefit of naming a Trust as the beneficiary on a retirement account.
Tim Hayes recently completed a graduate-level course, Certified Estate, and Trust Specialist™, from the Institute of Business & Finance.
Tim Hayes of Cambridge Investment Research has been awarded the Accredited Investment Fiduciary* (AIF®) Designation from the Center for Fiduciary Studies (the Center), the standards-setting body for f1-360.