Herndon, Va. — Northwest Financial Advisors (NWFA), a nationally recognized wealth management firm,1 is pleased to announce the promotion of Greg Grinnell from financial advisor to wealth advisor.
What "Uncle Sam" Doesn't Tell You Can Cost You
We have seen many individuals pay money for wills and trusts but fail to include their IRAs into a comprehensive estate plan. This oversight has cost them money in unnecessary taxes and even probate costs. Our goal is to develop an estate and tax plan for you to minimize taxes and avoid probate costs with the money in your IRA. Below, please find some common mistakes we have seen with IRAs and a planning point to help you avoid them.