Today we want to explore some of the conversations families aren’t having — but probably should be.
WHAT YOU’LL LEARN:
- Why the knowledge gap between parents and children around inheritance is so costly.
- Whether inheritance should be included in your financial plan.
- Tax rules around inherited traditional IRAs (and why distribution timing matters).
- How the step-up in basis can eliminate decades of capital gains.
- What most people get wrong about trusts and their tax implications.
Tags:
MedSpa, cash flow, inheritance planning, wealth transfer, inherited IRA, step-up in basis, estate planning, trusts, Roth IRA, SECURE Act, financial planning, tax planning, generational wealth
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