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121. What's The Best Way to Leave Money to Your Children and Grandchildren?
Sign up for our online Journey to Retirement workshop at RetireWithMerkle.com
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ABOUT THIS EPISODE
It makes sense that you may want to pass on some of your wealth to your children or grandchildren, but before you do it you should be aware of how the IRS may or may not tax those gifts and all the options you have for passing on your legacy.
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It is crucial to have a plan in place for your legacy after you are gone. Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at MerkleRetire.com
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Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®
Molly Nelson, Host of Retiring Today
Richelle Smith, Producer of Retiring Today
View all episodes
By Merkle Retirement Planning
3.5
2020 ratings
Sign up for our online Journey to Retirement workshop at RetireWithMerkle.com
--
ABOUT THIS EPISODE
It makes sense that you may want to pass on some of your wealth to your children or grandchildren, but before you do it you should be aware of how the IRS may or may not tax those gifts and all the options you have for passing on your legacy.
--
It is crucial to have a plan in place for your legacy after you are gone. Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at MerkleRetire.com
--
Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®
Molly Nelson, Host of Retiring Today
Richelle Smith, Producer of Retiring Today
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