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Episode 59: Denise asks, “What’s the smartest way to start transferring wealth to our kids?”
Published 5 months, 2 weeks ago
Description
New rules mean new opportunities — and pitfalls — for passing on your wealth.
Scott Tucker explains how the One Big Beautiful Bill Act reshapes estate and gift-tax thresholds, trust planning, and retirement-account inheritance rules.
Listener Denise asks how to start transferring assets to her kids without creating a huge tax bill.
You’ll hear how to use the new exemptions, Roth strategies, and charitable tools to build a legacy that lasts.
Get on our phone calendar, for free, at TuckerRetirement.com.
Check-out our YouTube channel at TuckerYouTube.com.
Scott Tucker explains how the One Big Beautiful Bill Act reshapes estate and gift-tax thresholds, trust planning, and retirement-account inheritance rules.
Listener Denise asks how to start transferring assets to her kids without creating a huge tax bill.
You’ll hear how to use the new exemptions, Roth strategies, and charitable tools to build a legacy that lasts.
Get on our phone calendar, for free, at TuckerRetirement.com.
Check-out our YouTube channel at TuckerYouTube.com.