The Holistic Retirement Podcast

Don’t Pass Off A Ticking Tax Time Bomb

August 6, 2020

The SECURE Act eliminated the Stretch IRA, so now we have to be a little more thoughtful on how to pass along an IRA to our heirs without a big tax consequence. Richard will talk us through a few strategies we should consider and why implementing a tax-efficient strategy is so crucial when passing along assets.

Show Notes:

Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3

Website: http://carolinaretirementresources.com/

Phone: 800-646-5996

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Retirement insights from Richard Pucciarelli of Charlotte, NC. This show taps into Richard’s unique experiences in both the financial and medical sectors to merge the worlds of health & wealth. The goal is to provide you with thought provoking advice and helpful guidance, so you can lead a holistic retirement.

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Carolina Retirement Resources are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

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The Holistic Retirement Podcast

Don’t Pass Off A Ticking Tax Time Bomb

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The Holistic Retirement Podcast

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