Retirement Issues Most People Don't See Until It's Too Late-Episode 6 Impact to your Family & Legacy

Описание: After both spouses pass away, the beneficiaries, typically your children, will be required to distribute everything from your retirement accounts within 10 years. This will be income stacked on top of the beneficiary’s existing income. More than likely, your children will be in their peak earning years when this occurs. This will push them into some of the highest Federal Income Tax Brackets. They may also live in a state that taxes retirement income, which may not have been the case for yourself. This is not a favorable outcome for your family.

At G/R Wealth Management Group, LLC, we help families navigate these complexities by putting proactive strategies in place—so the likelihood of a trainwreck occurring that could impact your family’s lifestyle and long-term goals is reduced or eliminated.

Reach out to us if we can help your family and yourself with this.

G/R Wealth Management Group, LLC
www.grwmg.com
708.315.6464

Episode 1 Overview    • Retirement Issues Most People Don't See Un...  

Episode 2 More Taxable Income    • Retirement Issues Most People Don't See Un...  

Episode 3 Taxes for Social Security    • Retirement Issues Most People Don't See Un...  

Episode 4 IRMAA (Medicare Premiums)    • Retirement Issues Most People Don't See Un...  

Episode 5 Impact to the Surviving Spouse    • Retirement Issues Most People Don't See Un...  

Episode 7 Impacts to your Cash Flow    • Retirement Issues Most People Don't See Un...