Uploaded February 2026 | Updated September 2026, 3 weeks ago
A Trust is NOT a magic catch-all for every asset!
Putting the wrong assets inside can create a HUGE headache and cost your heirs a fortune.
No Retirement Accounts
No Big toys - RV, Cars etc
No Life Insurance
Follow my page for clear, no-fluff financial planning steps!
Visit for more - wealthrb.com
#CFP #Financialplanner #retirement #retirementincome #IRS #retirementfinancialplanning
RB Wealth and LPL Financial do not provide legal advice or tax services. This information is not intended to be a substitute for specific individualized tax or legal advice. Please consult your legal advisor or tax advisor regarding your specific situation.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
Securities offered through LPL Financial, Member FINRA/ SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and RB Wealth Partners are separate entities from LPL Financial.
A Trust is NOT a magic catch-all for every asset!
Putting the wrong assets inside can create a HUGE headache and cost your heirs a fortune.
No Retirement Accounts
No Big toys - RV, Cars etc
No Life Insurance
Follow my page for clear, no-fluff financial planning steps!
Visit for more - wealthrb.com
#CFP #Financialplanner #retirement #retirementincome #IRS #retirementfinancialplanning
RB Wealth and LPL Financial do not provide legal advice or tax services. This information is not intended to be a substitute for specific individualized tax or legal advice. Please consult your legal advisor or tax advisor regarding your specific situation.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
Securities offered through LPL Financial, Member FINRA/ SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and RB Wealth Partners are separate entities from LPL Financial.
