Latest / TaylorMade Retirement with Taylor Demars, CFP®
Legacy Planning Without Overpaying the IRS: Retirement Tax Strategies
Wondering how to leave a legacy for your heirs without handing more than you need to Uncle Sam? In this episode, Taylor tackles a listener’s question about legacy planning and smart tax strategies in retirement. Get insights on how to be more intentional with what you pass along and discover key moves that could help you keep more of your hard-earned savings.
Here’s what we discuss in today’s show:
🧾 Tax Planning: Reducing lifetime tax drag
🔄 Roth Conversions: When to use them and how they make sense
❤️ Charitable Giving: QCDs and purposeful generosity
⏳ Advance Planning: Making moves before…
The skinny
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