Young lawyer visiting old man in testament concept

Episode 23: Stretch IRA Alternative Strategies for Legacy Planning

Oct 14, 2022

In this episode, Eric and Katie discuss strategies for tax efficient legacy planning.

Here are just a handful of the things that we'll discuss:

  • It’s important to consider the tax efficiencies of any legacy planning
  • Tax rates are scheduled to increase in 2026 with the expiration o the Tax Cuts and Jobs Act
  • A favorite tax planning tool – the Stretch IRA – is no longer available to most non-spouse heirs
  • There are ways for your heirs avoid a large income tax bill as a result of receiving an inheritance
  • There are alternative options to leave income tax-free assets to heirs other than a Roth IRA

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