How to Inherit Money Tax-Free: A Retirement Guide to Wealth Transfer

Описание: Most people think an inheritance is a blessing, but without the right legal language, it can quickly turn into a tax nightmare. In this video, Nolan Baker breaks down the "Tax Time Bombs" hidden within 401ks, IRAs, and real estate that could cost your family 40% or more in unnecessary fees.

We share the cautionary tale of a daughter who lost her mother's 401k to probate despite having Power of Attorney, and reveal the 5 biggest problems nobody warns you about during the Great Wealth Transfer. Learn how to protect your family’s legacy before the money hits your account.

Topics Covered:
0:00 - The 401k Beneficiary Nightmare: A Real-Life Warning
1:24 - The $84 Trillion "Great Wealth Transfer"
2:15 - The $600,000 Mistake: Triggering Massive Tax Bills
3:05 - Problem #1: "Lamborghini Fever" & Depleting Assets
4:12 - Problem #2: Is Your Parents' Advisor Right for You?
5:08 - Problem #3: The Hidden Cost of Inheriting Cash
5:45 - Problem #4: How "Stepped-Up Basis" Works (And Where It Fails)
6:50 - Problem #5: Tax Brackets & The Roth Conversion Advantage
8:30 - How to Prepare: Building Your "Legacy Team"
10:15 - Get the Ultimate Estate Planning Checklist

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Securities offered through Peak Brokerage Services, member FINRA/SIPC (Peak).  Advisory services offered through The Retirement Guys Formula, a registered investment adviser.  Insurance products offered through Top Advisors Group (TAG). Health and Medicare benefits through America's Medicare Associates. Tax filing and planning through Retirement Tax Partners.  America’s Retirement Headquarters, America's Medicare Associates, Retirement Tax Partners, and The Retirement Guys Formula are not affiliates of Peak or TAG.

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