Prepare for a worry-free future

Without a will, your assets could be held in probate court and distributed according to state law.

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Adviser Alert: Plus, other news for brokers, wealth managers and their clients.

View full post on WSJ.com: Retirement Planning

To learn more about financial education or employee wealth management services, please watch our video. The opinions expressed are those held by WEALTH at work at the time of recording and may be subject to change. This material should not be considered by the viewer as a recommendation relating to the acquisition or disposal of investments. Whilst every effort is made to ensure the accuracy of information contained in the videos, it cannot be guaranteed. In particular the rules relating to tax can frequently change. Any reference to tax or the operation of tax or tax reliefs are illustrative only and the tax treatment in respect of any individual depends upon the circumstances of each individual. All copyright or other intellectual property rights in the material constituting this video which has been provided by Wealth at Work Limited remains the property of Wealth at Work Limited. WEALTH at work is a trading name of Wealth at Work Limited which is authorised and regulated by the Financial Services Authority and is a member of the Wealth at Work group of companies. Registered in England and Wales No. 05225819. Registered Office: 5 Temple Square, Temple Street, Liverpool, L2 5RH. Telephone calls may be recorded and monitored for security and training purposes.

To learn more about financial education or employee wealth management services, please watch our video. The opinions expressed are those held by WEALTH at work at the time of recording and may be subject to change. This material should not be considered by the viewer as a recommendation relating to the acquisition or disposal of investments. Whilst every effort is made to ensure the accuracy of information contained in the videos, it cannot be guaranteed. In particular the rules relating to tax can frequently change. Any reference to tax or the operation of tax or tax reliefs are illustrative only and the tax treatment in respect of any individual depends upon the circumstances of each individual. All copyright or other intellectual property rights in the material constituting this video which has been provided by Wealth at Work Limited remains the property of Wealth at Work Limited. WEALTH at work is a trading name of Wealth at Work Limited which is authorised and regulated by the Financial Services Authority and is a member of the Wealth at Work group of companies. Registered in England and Wales No. 05225819. Registered Office: 5 Temple Square, Temple Street, Liverpool, L2 5RH. Telephone calls may be recorded and monitored for security and training purposes.

TBD News Channel 8 in Washington, DC asks financial planner Rick Rodgers what baby boomers can do to recover their nest eggs and retire securely. For more about Rick’s book, “The New Three-Legged Stool: A Tax Efficient Approach to Retirement Planning,” visit thenewthreeleggedstool.com