The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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Вміст надано Scott Dougan. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Scott Dougan або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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Why IRAs Are a Terrible Inheritance – And What You Can Do About It
Manage episode 477541062 series 2412204
Вміст надано Scott Dougan. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Scott Dougan або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
You’ve spent years saving in your IRA, but what if we told you it could be the worst asset to leave to your kids? In this episode, Scott uncovers a critical issue with your retirement plan: inherited IRAs.
Why does nationally recognized IRA expert, Ed Slott, call traditional IRAs “the worst asset to pass on to your kids?” We’ll break it all down for you and explain how you may be leaving a massive tax bill for your heirs.
Here’s what we cover in this episode:
🔥 The IRA Time Bomb: Why Your Nest Egg Could Blow Up
📣 Ed Slott’s Bold Warning
💥 The SECURE Act & 10-Year Rule
⛓ Why IRAs Are Now a Burden to Heirs
🔄 Roth IRAs: A Better Legacy Tool
💼 Want expert help in planning for your financial future?
Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg
📞 Call us: 913-393-4724
🌐 Visit our podcast website: https://listentoscott.com/
📚🛠️ Check out Scott's book, Exceptional Retirement, and Retirement Toolkit
Download here 👉 https://keap.page/bu413/exceptional-retirement-youtube.html
🎥 Subscribe to our YouTube channel for more retirement insights!
🔔 http://youtube.com/@erg-kc?sub_confirmation=1
📰 Read our latest articles on Kiplinger:
https://www.kiplinger.com/author/scott-m-dougan-rfc-investment-adviser
📌 Follow us for expert retirement planning tips!
https://www.facebook.com/elevatedretirementgroupkc/
#retirement #retirementplanning
201 епізодів
Поширити
Manage episode 477541062 series 2412204
Вміст надано Scott Dougan. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Scott Dougan або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
You’ve spent years saving in your IRA, but what if we told you it could be the worst asset to leave to your kids? In this episode, Scott uncovers a critical issue with your retirement plan: inherited IRAs.
Why does nationally recognized IRA expert, Ed Slott, call traditional IRAs “the worst asset to pass on to your kids?” We’ll break it all down for you and explain how you may be leaving a massive tax bill for your heirs.
Here’s what we cover in this episode:
🔥 The IRA Time Bomb: Why Your Nest Egg Could Blow Up
📣 Ed Slott’s Bold Warning
💥 The SECURE Act & 10-Year Rule
⛓ Why IRAs Are Now a Burden to Heirs
🔄 Roth IRAs: A Better Legacy Tool
💼 Want expert help in planning for your financial future?
Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg
📞 Call us: 913-393-4724
🌐 Visit our podcast website: https://listentoscott.com/
📚🛠️ Check out Scott's book, Exceptional Retirement, and Retirement Toolkit
Download here 👉 https://keap.page/bu413/exceptional-retirement-youtube.html
🎥 Subscribe to our YouTube channel for more retirement insights!
🔔 http://youtube.com/@erg-kc?sub_confirmation=1
📰 Read our latest articles on Kiplinger:
https://www.kiplinger.com/author/scott-m-dougan-rfc-investment-adviser
📌 Follow us for expert retirement planning tips!
https://www.facebook.com/elevatedretirementgroupkc/
#retirement #retirementplanning
201 епізодів
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Схожі до Your Retirement Elevated Podcast with Scott Dougan
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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continue reading
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