ABOUT THIS EPISODE
What really happens to your retirement accounts when you die? For executors and families handling an estate, the answer can be more complicated than you think, and a small mistake can lead to unnecessary taxes or forced distributions.
In this episode, we’re breaking down what families need to know about inherited retirement accounts, beneficiary decisions, and the role executors and powers of attorney can play in managing financial assets after a loved one passes away.
Garret Rohrbaugh, Owner of Kampstra Wealth Management, helps families and business owners navigate one of the most misunderstood parts of estate planning: retirement accounts. He works closely with business owners, HR leaders, and families to design, monitor, and protect retirement plans, with a strong focus on fiduciary responsibilities and long-term outcomes.
Garret also shares one of the most common retirement account mistakes families make after a death and how planning ahead can help prevent unnecessary taxes and financial headaches.
Kampstra Wealth Management
37 S 5th St, Gettysburg, PA 17325
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