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Most families spend years worrying about the estate tax.
Here's the reality: fewer than 2,000 deaths will trigger a federal estate tax payment this year. That’s 0.07% of all estates.
The tax your heirs will actually pay isn't in the estate code. It's sitting inside your IRA. And there's a limited window — retirement to age 73 — to do something about it.
Read more here: https://insightwealthgroup.com/the-weekly-insight-avoiding-the-hidden-inheritance-tax/
By Andrew DorrMost families spend years worrying about the estate tax.
Here's the reality: fewer than 2,000 deaths will trigger a federal estate tax payment this year. That’s 0.07% of all estates.
The tax your heirs will actually pay isn't in the estate code. It's sitting inside your IRA. And there's a limited window — retirement to age 73 — to do something about it.
Read more here: https://insightwealthgroup.com/the-weekly-insight-avoiding-the-hidden-inheritance-tax/