Align Your Legacy with the SECURE Act's 10-Year Rule скачать в хорошем качестве

Align Your Legacy with the SECURE Act's 10-Year Rule

RTM Ep 010 For many High-Net-Worth retirees, legacy planning can be a whirlwind of thoughts and emotions. You have saved well and stewarded the resources you have. You want to make an impact on the next generation. You also do not want the government getting more than what they are owed. You also do not want added complexity. Take a few minutes to listen in as Garrett and Adam discuss the financial benefits, non financial benefits, and some of the reasons you would not look at Roth conversions as you plan for how your legacy will be passed to the next generation! Check out our free resources: https://www.retirementtaxmatters.com/... Submit a question for upcoming episodes: https://www.retirementtaxmatters.com/... Retirement planning can be a huge task. Do not tackle it alone. Join Garrett and Adam for weekly podcast episodes addressing relevant planning topics for high net worth retirees! 00:00 Intro 01:30 The Stretch IRA 06:10 Why Was it Eliminated and Why it Matters 07:25 So What do We Do? 09:35 Why would we not do Roth Conversions? 13:00 Non Financial Benefits of Roth Conversions 16:10 Inheriting Traditional vs Roth 19:50 Outro 20:55 Disclosure #financialplanning #financialeducation #finance #taxtips #taxplanning #legacybuilding #inheritance #inheritedira #taxplanning #highnetworth #retirement #retirementplanning #retireefinance Disclosure Statement: https://www.retirementtaxmatters.com/...