Many people want to leave something behind for the people and causes they care about most — but without the right planning, that gift could come with a hidden tax burden. In this video, we explore how legacy planning and retirement strategies can help protect your loved ones from unnecessary taxes and ensure your money goes where you intend.
- 00:10Introduction to legacy planning and tax implications
- 00:33Managing retirement and estate planning
- 01:09Spousal inheritance rules for IRAs
- 01:22SECURE Act changes for inherited IRAs
- 01:2910-year withdrawal rule for non-spouse beneficiaries
- 02:01Roth accounts as a tax-free inheritance solution
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