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Tag: retirement

Pitfalls of Holding Assets Jointly

How does adding children as joint tenants mess up estates? What is the difference between Community property states and other states? When do you not want to default to tenants in entirety when holding assets jointly? In this video we answer these questions AND MORE.

Don’t Fudge Up Your Roth Conversions

Tune in to Hear Nick Silvin and Joe Franklin explain the most common mistakes investors make when taking Roth Conversions. Learn: * When is the Best Time to Take Conversions? 1) Time of Year 2) Time of Life 3) Time in Market Cycle * How can a correct Spending / Liquidation strategy help a typical […]

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

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Franklin Wealth Management employs several professionals with varied degrees and credentials, including that of Certified Financial Planner. As such, we are qualified to discuss and advise on tax and estate planning matters related to reducing taxes and creating an estate plan and implementation. Advisory services are offered through Franklin Wealth Advisory, LLC.

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