Latest / Retire With Freedom: Featuring Freedom Financial Group's Toni, Tyler & Tad Hill
Passing on Your Assets Smoothly
In today's episode, we're talking about the significant wealth transfer happening as baby boomers prepare to pass on their accumulated wealth. With so many people leaving behind substantial legacies, it's important to understand how to manage and optimize the assets you're leaving behind. Listen in as Toni and Tyler talk about the impact different types of accounts can have on your loved ones after you're gone.
In this conversation, we talk about the perks of non-qualified accounts, including the advantageous "step-up in basis" rule, and the complexities of inheriting tax-deferred accounts…
The skinny
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