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Coffee Break – Episode 107: Inherited IRAs, A Poor Gift
Manage episode 336627132 series 2796970
Innehåll tillhandahållet av Mark Bertrang. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Mark Bertrang 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.
Other than your home, your single largest asset may be your retirement account. Many older folks want to leave their 401K, IRA or other retirement account to their kids or grandkids. They believe they're doing to wonderful thing; but, are they? Instead are they setting themselves up to providing a big, fat 'gift' to the government in the form of a huge check in the form of taxes due? Is there another way?
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