Are all beneficiaries created equally and how can you plan wisely when it comes to beneficiaries
Episode 10 min 6s

Are all beneficiaries created equally and how can you plan wisely when it comes to beneficiaries

Send us Fan Mail In this week's episode, we'll explore whether all beneficiaries are created equally. Where should you leave your pre-tax money? Is there any way to not have to pay taxes on pre-tax money? How can you keep from potentially bumping your beneficiary's tax brackets up for 10 years? Is a life insurance benefit always tax-free? Isn't it time to get answers to the tough retirement questions now? Join Certified Financial Fiduciary® Tim Wood each week for a discussion about protectin...

Community discussion