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Leaving A Tax Efficient Inheritance
Are you being tax efficient when it comes to what you leave behind? What ways can an advisor help you find the right solution to meet your needs?
Read more and get additional financial resources here: https://financialplanningva.com/podcast/leaving-a-tax-efficient-inheritance/
What we discuss on this episode:
0:12 - How does an inherited IRA work?
2:21 - The 10-year rule is for Roth IRAs, too.
3:32 - What can we do about increased taxes in the future?
6:59 - What is a charitable remainder trust?
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By Brian Bowen
5
22 ratings
Are you being tax efficient when it comes to what you leave behind? What ways can an advisor help you find the right solution to meet your needs?
Read more and get additional financial resources here: https://financialplanningva.com/podcast/leaving-a-tax-efficient-inheritance/
What we discuss on this episode:
0:12 - How does an inherited IRA work?
2:21 - The 10-year rule is for Roth IRAs, too.
3:32 - What can we do about increased taxes in the future?
6:59 - What is a charitable remainder trust?
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