Move Money Without Triggering Taxes
Автор: Best Path Advisors
Загружено: 2026-02-09
Просмотров: 1424
Описание:
Some retirees hesitate to make financial changes because they assume a tax bomb is waiting on the other end. In this video, Liz explores how to shift your retirement assets without handing more than necessary to the IRS. You can make changes without triggering taxes, if you do it the right way. It’s all about restructuring what you already have so it serves you better in this next phase of life.
Here’s some of what we discuss in today’s show:
Company Stock Rules: When special tax treatment applies
Insurance Exchanges: Repurposing old policies efficiently
Real Estate Options: Exiting property without forced taxes
Planning Ahead: Why coordination matters before acting
0:00 – Tax-Free Shifts
1:27 – Net Unrealized Appreciation
3:13 – Life Insurance Changes
4:32 – Real Estate
#taxplanning #taxstrategy #taxes #retirementtaxes
Want to retire on your best path? Subscribe to the channel for more financial planning insights:
/ @bestpathadvisors
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