• Are all beneficiaries created equally and how can you plan wisely when it comes to beneficiaries

  • Jun 26 2024
  • Duración: 10 m
  • Podcast

Are all beneficiaries created equally and how can you plan wisely when it comes to beneficiaries Por arte de portada

Are all beneficiaries created equally and how can you plan wisely when it comes to beneficiaries

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  • Resumen

  • In this week's episode, we'll explore whether all beneficiaries are created equally. Where should you leave your pre-tax money? Is there any way to not have to pay taxes on pre-tax money? How can you keep from potentially bumping your beneficiary's tax brackets up for 10 years? Is a life insurance benefit always tax-free? Isn't it time to get answers to the tough retirement questions now?

    Join Certified Financial Fiduciary® Tim Wood each week for a discussion about protecting your retirement dollars, guaranteed lifetime income plans, retirement tax planning, and more. Visit us online at www.SafeMoneyRetirement.com for more information or to get a FREE copy of Tim's bestselling book.

    Safe Money Retirement® - Insuring Your Retirement Dreams
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