))
Considering Tax Brackets in Inheritance Planning
Manage episode 435699454 series 3561349
Contenuto fornito da Impact Partnership and Jim Cipriotti. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Impact Partnership and Jim Cipriotti o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
Jim explains the significance of taking tax brackets into account during inheritance planning and recommends transitioning to a Roth account as a strategy to potentially reduce tax liabilities.
Catch Freedom To Retire with Jim Cipriotti, powered by Retire Ready Financial Group every Saturday at 9:00 AM and Sunday at 5:00 PM ET on WPHT.
For more information and to schedule a complimentary consultation with Jim Cipriotti, visit www.RetireReadyFG.com.
See omnystudio.com/listener for privacy information.
Capitoli
1. Weekly Podcast (00:00:00)
2. Podcast Start (00:00:30)
3. Marker 12 (00:29:44)
4. Marker 03 (01:13:20)
125 episodi
Condividi
