EPISODE · Jun 26, 2024 · 10 MIN
Are all beneficiaries created equally and how can you plan wisely when it comes to beneficiaries
from The Safe Money Retirement Show · host Tim Wood. Certified Financial Fiduciary®
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
What this episode covers
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...
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Are all beneficiaries created equally and how can you plan wisely when it comes to beneficiaries
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