The Hidden Tax Bomb in Your Inheritance (And How to Defuse It) (Full Episode)
Автор: RetireWellTV
Загружено: 2025-12-31
Просмотров: 11
Описание:
$84 trillion is moving from Baby Boomers to younger generations RIGHT NOW — and most families are unprepared for the massive tax implications.
In this episode of Retire Well, host Cynthia DeFazio sits down with Sean O'Drobinak, Financial Advisor at Citizen Advisory Group, to reveal the hidden tax traps that could cost your family hundreds of thousands.
What You'll Learn:
-How the SECURE Act 2.0 created a "ticking tax time bomb" for heirs
-Why inherited IRAs now come with a 10-year withdrawal deadline
-How Roth Conversions can protect your legacy from excessive taxation
-Essential steps for smooth wealth transfer: organization and communication
-Strategies for both those passing on wealth AND those inheriting it
Who Should Watch: If you were born between 1946-1980, are planning your estate, or expecting to inherit wealth, this episode provides critical strategies to avoid costly mistakes.
📞 Ready to protect your legacy? Visit CitizenAdvisoryGroup.com
#RetireWell #WealthTransfer #RetirementPlanning #EstatePlanning #TaxPlanning #BabyBoomers #GenX #FinancialPlanning
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