Ask Todd: Navigating Estate Tax Thresholds episode artwork

EPISODE · Oct 22, 2025 · 15 MIN

Ask Todd: Navigating Estate Tax Thresholds

from The Financial Exchange Show · host The Financial Exchange Network

This week, Todd Lutsky explains federal and state level estate taxes and how to navigate around them to lower your tax bill. Todd also takes a call from a listener about moving retirement funds to a Roth IRA.

This week, Todd Lutsky explains federal and state level estate taxes and how to navigate around them to lower your tax bill. Todd also takes a call from a listener about moving retirement funds to a Roth IRA.

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Ask Todd: Navigating Estate Tax Thresholds

0:00 15:30

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How long is this episode of The Financial Exchange Show?

This episode is 15 minutes long.

When was this The Financial Exchange Show episode published?

This episode was published on October 22, 2025.

What is this episode about?

This week, Todd Lutsky explains federal and state level estate taxes and how to navigate around them to lower your tax bill. Todd also takes a call from a listener about moving retirement funds to a Roth IRA.

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

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