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The Great Reset
Manage episode 415975380 series 2643505
Innehåll tillhandahållet av Walter Storholt and Craig Moser. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Walter Storholt and Craig Moser eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
As the baby boomer generation begins reaching the later stages of life, a staggering amount of wealth is set to change hands. Experts estimate that between $40 trillion to $100 trillion will be transferred to younger generations over the next two decades. This seismic financial shift is not just about numbers; it's about families, legacies, and the future of personal wealth. On this episode, Craig and Jennifer tackle the intricacies of this great wealth transfer.
Here’s some of what we discuss in this episode:
- Why this transfer of wealth could be so critical to future generations.
- Understanding the rules of inherited IRAs is very important.
- What changed with SECURE Act 2.0?
- Giving an asset like real estate or stock to somebody can create tax issues.
- How cost basis is calculated and why it makes a big difference in tax planning.
Contact Maestro Wealth:
Web: https://maestrowealth.com/
Email: info@maestrowealth.com
Phone: 336-448-1086
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