#Repost from @applebyira #IRAStatistics Attend my Webinar and learn how to help your clients avoid falling into one of these bad statistics #LinkBelow • Almost $4 trillion dollars of wealth is currently held by families with a life expectancy of less than 10 years.
• About 1/3 of beneficiaries will ‘blow’ inheritance
• For roughly every dollar inherited, people save roughly half and either spend, donate, or lose the rest
• Almost 1 in 5 young baby boomers who inherited a significant amount spent or lost all of it
• Sce: “Do People Save or Spend Their Inheritances? Understanding What Happens to Inherited Wealth” Jay L. Zagorsky- 2012
#PreventionIsBetterThanCure #IRATipsByAppleby #InheritanceGoneWrong #IRATraining #CE_Credits
If you are a CPA or other #TaxProfessional #FinancialAdvisor #TaxAttorney, please join me, as I talk about this important issue. May 15, 2018 !:00 PM to 3:00 PM . Join from the comfort of your office #LiveStreaming #Video Webinar