))
Strategies to Minimize Taxes on Inherited Assets
Manage episode 418212169 series 3561333
Content provided by Impact Patnership and Steve Hoyl. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Patnership and Steve Hoyl or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Many Americans are retiring early, but this poses challenges such as healthcare costs and the lack of social security income. Planning for retirement is crucial to address these challenges. A 401k is only one part of the financial puzzle, and there are many other aspects to consider, such as social security, insurance, long-term care, and different investment options. Having a tax strategy is important to minimize the tax burden on inherited assets. It's essential to have a comprehensive plan and consider different strategies to protect and grow your retirement funds.
Get your FREE Tax Planning Analysis!
See omnystudio.com/listener for privacy information.
158 episodes
Share
