Leaving Your Assets Tax Advantaged & Tax-Free: Estate & Legacy Planning Series Part 4 of 6 | Ep #65

Описание: ✅#TaxFreeInheritance ✅#WealthManagement ✅#RothIRA ✅#1031Exchange ✅#legacyplanning
📚 Get Bruce’s Book: Moving To Tax-Free (on Amazon) https://amzn.to/4msRo2k
In this episode of 🛡️Protecting & Preserving Wealth, we cover strategies for leaving your assets tax-advantaged and tax-free so your family can maximize the legacy you’ve built.

We explain the difference between taxable, tax-deferred, and tax-free accounts, and how to position each asset for the greatest benefit. From Roth IRAs and municipal bonds to annuities, Roth conversions, and life insurance retirement plans (LIRPs), we break down the best ways to protect and grow wealth across generations.

We also cover step-up in basis rules, real estate strategies including 1031 exchanges, and community property laws in states like Arizona that can help eliminate capital gains taxes. Finally, we highlight the importance of beneficiary designations (PODs & TODs) and using trusts to ensure your assets pass efficiently and avoid probate.

⏱️ Chapters & What You'll Learn
00:00 – Intro & Estate Planning Overview
Defining tax-advantaged vs. tax-free strategies in legacy planning.
01:37 – Tax-Advantaged Assets
Retirement accounts (IRAs, 401(k)s) and how tax deferral works.
03:17 – Tax-Free Assets
Roth IRAs, municipal bonds, and avoiding hidden tax traps.
04:32 – Repositioning Assets for Tax Efficiency
Using annuities, Roth conversions, and life insurance retirement plans (LIRPs).
10:51 – Real Estate, Step-Up in Basis & 1031 Exchanges
How to preserve wealth with property strategies and community property rules.
15:28 – Beneficiary Designations & Avoiding Probate
The role of PODs, TODs, and trusts in passing assets tax-efficiently.

🔗 Additional Resources & Links
• ✳️✳️✳️Free Guide: Moving to a Tax-Free Retirement – 8 Steps You Can Take For Success! https://bit.ly/moving-to-tax-free-in-...
⏮️Previous Episode - Titling Your Assets Correctly - Estate & Legacy Planning, Part 3 of 6 | Ep #64:    • Titling Your Assets Correctly: Estate & Le...  
👉 Next episode (Ep #66) will focus on charitable giving and charitable legacies.    • The Two Generation Tax-Free Legacy Plan™: ...  

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