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Are all beneficiaries created equally and how can you plan wisely when it comes to beneficiaries
Manage episode 425806556 series 3355963
Tim Wood. Certified Financial Fiduciary®에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Tim Wood. Certified Financial Fiduciary® 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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
150 에피소드
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