If your plans for retirement turned out to not be true, when would you want to know?

Chad J. Karl, Certified Financial Planner™ professional, Creates Financial Strategies for Your Retirement Goals to obtain a work optional confident lifestyle in retirement...

The Legacy You Design: Chad Karl’s Signature Estate Planning Strategies

Chad Karl |

Estate planning is a blueprint for your legacy, essentially creating a roadmap for what happens to your belongings, finances, and even your own well-being when you’re no longer able to make decisions. Missteps in this process can have costly consequences down the road.

Consider this: a lack of a clear will or failure to update your plan can lead to family conflicts and legal battles over your assets. Overlooking tax implications or not specifying healthcare preferences could result in financial burdens for your loved ones. Avoiding slip-ups in the process can save your family both trouble and money in the future.

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What should you do with your 401(k) savings?

Your decision about what to do with your 401(k) may turn out to be one of the major financial decisions of your lifetime. That’s why I’m happy to offer this FREE digital handbook…Making a 401(k) rollover on your own can be confusing. This valuable, detailed eGuide contains information on what your options are, why some options may be better than others, and covers early withdrawal and RMD rules. Complete form below now to request this FREE eGuide.