The Holistic Retirement Podcast

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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