Family First Retirement

Navigating the Great Wealth Transfer


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This week on Family First Retirement Podcast, George Politarhos discusses the implications of the Great Wealth Transfer, emphasizing the importance of financial planning for passing wealth to the next generation. He highlights strategies for gifting, tax advantages, and the significance of planning for long-term care. The conversation also covers the balancing act of managing income, Medicare, and taxes in retirement, and the necessity of full disclosure in financial planning to ensure a comfortable retirement.

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Family First RetirementBy George Politarhos