Latest / Mason Street Retirement Insights
Inheritance Pitfalls: How Gen X Can Avoid Costly Estate Mistakes
Are Gen Xers ready for the biggest wealth transfer in history, or are they headed for costly mistakes? This episode dives into the unique retirement anxieties facing Gen X, from fears of outliving savings to the complexities of inheritance and estate planning. Discover why proper planning is crucial—not just for your future, but for your family’s peace of mind. Learn the pitfalls that could cost your loved ones and how to avoid them, with real stories and actionable advice from the front lines of financial consulting.
Schedule your complimentary retirement plan discussion with the…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.