Episode 59: Denise asks, “What’s the smartest way to start transferring wealth to our kids?”

from Retirement Decoded Podcast · host Scott Tucker

New rules mean new opportunities — and pitfalls — for passing on your wealth. Scott Tucker explains how the One Big Beautiful Bill Act reshapes estate and gift-tax thresholds, trust planning, and retirement-account inheritance rules. Listener Denise asks how to start transferring assets to her kids without creating a huge tax bill. You’ll hear how to use the new exemptions, Roth strategies, and charitable tools to build a legacy that lasts. Get on our phone calendar, for free, at TuckerRetirement.com.Check-out our YouTube channel at TuckerYouTube.com.

Episode metadata supplied by the publisher feed · Published Jan 5, 2026

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Episode 59: Denise asks, “What’s the smartest way to start transferring wealth to our kids?”

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