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Legacy Planning

The purpose of legacy planning is to assist in securing a process to pass along your hard-earned retirement savings to your loved ones. This helps to provide an extra level of protection from taxation. Roberts Retirement Group can show you how to leave a greater legacy for future generations of your family while minimizing taxes.

To help decide if your retirement accounts are set-up in the most tax advantageous way, and to warrant an income for life, please call us at 209-223-7870 to schedule a free, no obligation review.