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Avoiding The Estate Tax Trap
Manage episode 431408661 series 3561347
Kandungan disediakan oleh Impact Partnership and Mike Canet. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Impact Partnership and Mike Canet atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Saving for retirement is important, but it's crucial to consider the tax implications of required minimum distributions (RMDs). Many people are unaware that they must take money out of their retirement accounts at a certain age, regardless of whether they need it or not. This can result in a significant tax burden.
Mike and Ryan discuss how financial advisors often neglect to discuss taxes with their clients, as their focus is on accumulating assets. However, proper tax planning can lead to substantial savings and a more tax-efficient inheritance for future generations. Taking advantage of Roth conversions and other tax strategies before the 2026 sunset provision is crucial.
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