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.
What this episode covers
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
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