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Accessible Finance Episode 44: Retirement Part 6 - Estate Planning Part A
This week we share our thoughts on how estate planning is incorporated with your retirement picture.
If you would like us to discuss your specific scenario without providing financial advice, feel free to write to us at [email protected]. We will anonymize your personal information. Thanks!
How do my estate goals impact my retirement plan?
Without writing a dissertation, gifting to future generations at high levels of net worth almost certainly includes annual gift exclusions (18k in 2024) and makes Roth conversions more appealing, whereas, charitable intentions allow for more aggressive current tax avoidance.
If you would like us to discuss your specific scenario without providing financial advice, feel free to write to us at [email protected]. We will anonymize your personal information. Thanks!
If you have questions, topics, or a scenario of your own that you'd like us to incorporate into our podcast, please direct them to [email protected] or visit us on our website at equilibriumfp.com.
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By Eric Johns CFP®, EA, MBAThis week we share our thoughts on how estate planning is incorporated with your retirement picture.
If you would like us to discuss your specific scenario without providing financial advice, feel free to write to us at [email protected]. We will anonymize your personal information. Thanks!
How do my estate goals impact my retirement plan?
Without writing a dissertation, gifting to future generations at high levels of net worth almost certainly includes annual gift exclusions (18k in 2024) and makes Roth conversions more appealing, whereas, charitable intentions allow for more aggressive current tax avoidance.
If you would like us to discuss your specific scenario without providing financial advice, feel free to write to us at [email protected]. We will anonymize your personal information. Thanks!
If you have questions, topics, or a scenario of your own that you'd like us to incorporate into our podcast, please direct them to [email protected] or visit us on our website at equilibriumfp.com.