Logic would tell us, if we simply plod through life, ignoring any legal opportunities to pay less income and capital gains taxes, the less we will have to spend during retirement and the less we will leave our posterity. In Episode Five of Estate Planning Made Easy, The Podcast, David reveals key investments that either postpone taxes or accumulate totally income and capital gains TAX FREE. David further explains:

* The power of using the Step-up in Basis when planning your estate.
* How The SECURE Act is the Stealth estate tax.
* Why you should convert your IRA to a Roth IRA
* Why The Family Bank Strategy, is the Holy Grail, and the premier vehicle to not only accumulate and distribute tax free wealth, but it is also the absolute best way to pass TAX FREE wealth to your posterity.

Chapters:

01:00 – First Estate Planning Mistake is to die Intestate
02:40 – Misunderstanding Portability – Mistake #3
03:00 – Avoid taxes on investments
05:00 – Step-up in basis – explanation
07:30 – Precious metals
08:00 – Deferred Annuities
09:00 – Create your own Retirement Time Machine
10:00 – Qualified accounts – Tax advantages and trade offs
11:30 – 2020 SECURE Act explained
12:15 – Break
12:30 – Roth conversion explained
13:30 – Tax bracket management game
14:30 – The Family Bank Strategy
15:30 – The Gift Tax Leverage Strategy
16:30 – Next episode introduced – The Power of gifting

Learn more:
* Estate Planning Made Easy website

* shop.empez.com
* The 10 Most Common Estate Planning Mistakes, 4th Edition, by David T. Phillips
* Generational Wealth Strategies newsletter
* The Future of Retirement Savings, by Todd Phillips
* The Bombshell Battle Plan, by David T. Phillips

Contact:
Estate Planning Specialists at 888-892-1102
The Durfee Law Group at 480 324-8000

* How to Create Your Retirement Time Machine

• To Roth 2023 Federal Income Tax Rate Married Filing Jointly graphic
  * Gift Tax Leverage Strategy: Male & Female Age 65 Good Health graphic

Receive a 50% discount on all our books and reports (not the Analysis) by using the discount code EPMEZ at https://shop.epmez.com/.

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