Should Your Non-IRA Account Be a Joint or Individual Account?

2 years ago
21

There is a meaningful estate planning reason to have your joint account be an individual account instead.. it could be thousands of dollars of tax savings. But which should you use?

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Mike Bernard, CFP® offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

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