The Two Generation Tax-Free Legacy Plan™: Estate and Legacy Planning Series Part 6 of 6 | Ep #67 скачать в хорошем качестве

The Two Generation Tax-Free Legacy Plan™: Estate and Legacy Planning Series Part 6 of 6 | Ep #67

✅#TwoGenerationTaxFreeLegacyPlan ✅#EstatePlanning✅#iraplanning 📚 Get Bruce’s Book: Moving To Tax-Free (on Amazon) https://amzn.to/4msRo2k How do you pass on wealth without passing on a tax burden? 💼 In this final episode of our Estate & Legacy Planning Series, we explore the Two-Generation Tax-Free Legacy Plan™—a strategy to help families with $2M+ in assets create a lasting, tax-free financial legacy. If you’re thinking about estate planning, asset protection, or leaving your children a tax-free inheritance, this episode is packed with insights you won’t want to miss. ⏱️ Chapters & What You'll Learn 00:00 – Intro & Overview Introducing the Two-Generation Tax-Free Legacy Plan™. 01:05 – Why Taxes Are Likely to Rise Medicare, Social Security, and the case for higher future tax rates. 03:03 – Who This Strategy Fits Families with $2M+ in assets who want to leave a protected legacy. 05:32 – The SECURE Act Problem Why forced IRA distributions create tax headaches for heirs. 06:46 – Parents’ Perspectives on Inheritance Different attitudes toward leaving wealth vs. taxes to children. 09:15 – Four Key Words: Tax-Free Income Stream How lifetime income streams work across generations. 10:38 – Asset Protection Benefits Shielding heirs from divorce, creditors, and lawsuits. 13:25 – Bringing It All Together How legal, tax, and investment planning combine into a unified strategy. 🔗 Additional Resources & Links • ✳️✳️✳️Free Guide: Moving to a Tax-Free Retirement – 8 Steps You Can Take For Success! https://bit.ly/moving-to-tax-free-in-... ⏮️Previous Episode - Charitable Giving and Charitable Legacy - Part 5 of 6 Estate Planning | Ep #66:    • Charitable Giving and Charitable Legacies:...   👉 In our next episode (Ep #68), we’ll explore Considerations When Selling Real Estate - Selling Your Primary Residence.    • Considerations When Selling Real Estate - ...   📢 Stay Connected With Hosler Wealth Management Follow us for more insights on wealth management, estate planning, and tax strategies: 🔹 LinkedIn:   / hosler-wealth-management   🔹 Facebook:   / hoslerwealth   🔹 YouTube Channel:    / @hoslerwealth   🌐 Moving To Tax-Free Website: https://movingtotaxfree.com 🌐 HWM Website: https://hoslerwm.com 📧 Contact Us: https://hoslerwm.com/contact-us/ The best way to support our channel is to share this video on your social media to spread awareness. We appreciate the support! ======== Disclosure: Investment advisory services are offered through Mutual Advisors, LLC DBA Hosler Wealth Management, a SEC registered investment adviser. Securities are offered through Mutual Securities, Inc., member FINRA/SIPC. Mutual Advisors, LLC and Mutual Securities, Inc. (collectively “Mutual Group”) are affiliated companies. Forward-looking commentary should not be misconstrued as investment or financial advice. The advisor associated with this podcast is not monitored for comments and any comments should be given directly to the office at the contact information specified. Any tax advice contained in this communication, including any attachments, is not intended or written to be used and cannot be used for the purpose of 1) avoiding federal or state tax penalties, 2) promoting marketing or recommending to another party any transaction or matter addressed herein, and 3) Tax preparation and accounting services are offered independently through Hosler Wealth Management Tax Services. Any tax advice provided by tax professionals under Hosler Wealth Management Tax Services is separate and unrelated to any advisory or security services offered through Mutual Group. The accuracy, completeness, and timeliness of the information contained in this podcast cannot be guaranteed. Mutual Group does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation. Accordingly, Hosler Wealth Management does not warranty, guarantee or make any representations or assume any liability with regard to financial results based on the use of the information in this podcast. ======== Copyright © 2022-2025 Hosler Wealth Management, All Rights Reserved. #ProtectingWealthPodcast #ProtectingandPreservingWealthPodcast #HoslerWealthManagement #BruceHosler