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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.

Episode metadata supplied by the publisher feed · Published Oct 22, 2025

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Ask Todd: Navigating Estate Tax Thresholds

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