One of the most crucial and far-reaching mistakes that are made results from the rolling over of retirement accounts held in the deceased’s name.
The beneficiary of these funds may be heavily taxed if transfers are done incorrectly.
It is important to be knowledgeable in this area. At Kline’s Investment Services we have experience in estate and retirement issues. Please call us to discuss your personal situation. We are here to help and we never charge a fee for a consultation visit. Please call us at (330) 673-2988 or Contact us.