Smart Retirement Tax Planning: Pay Tax Once, Not Twice (2026)

from A Smarter Way To Retire with Tony Leonardi, CFP® · host Anthony Leonardi

Many retirees don’t need their RMD income, yet face double taxation — once during their lifetime and again when heirs inherit the account. In this episode, Tony Leonardi introduces the Smart Retirement Tax Shield and Smart Legacy Tax Shield — two strategies to pay tax once instead of twice. Includes real client examples with significant projected lifetime tax savings.Download the free Smart Tax Shield Legacy Playbook and book your no-cost Smart Retirement Model at LeonardiFamilyWealthcare.com.

Episode metadata supplied by the publisher feed · Published Apr 24, 2026

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Smart Retirement Tax Planning: Pay Tax Once, Not Twice (2026)

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This episode was published on April 24, 2026.

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