Latest / Retire With Freedom: Featuring Freedom Financial Group's Toni, Tyler & Tad Hill
Family And Retirement Planning
Do your kids know what to do with an inheritance or will the IRS take the lead? Have you planned for what your spouse’s income will look like after you’re gone? Retirement planning doesn’t stop with your personal goals, it extends to the people you love. In this episode, Tyler and Toni explore how retirement decisions affect your spouse, your kids, and the legacy you leave behind. They break down why filing status changes can lead to unexpected tax bills and ways to plan ahead so your loved ones aren’t left scrambling.
You'll also hear about the major changes to IRA inheritance rules, why…
The skinny
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