Logic would tell us, if we simply plod through life, ignoring any legal opportunities to pay less income and capital gains taxes, the less we will have to spend during retirement and the less we will leave our posterity. In Episode Five of Estate Planning Made Easy, The Podcast, David reveals key investments that either postpone taxes or accumulate totally income and capital gains TAX FREE. David further explains:

* The power of using the Step-up in Basis when planning your estate.
* How The SECURE Act is the Stealth estate tax.
* Why you should convert your IRA to a Roth IRA
* Why The Family Bank Strategy, is the Holy Grail, and the premier vehicle to not only accumulate and distribute tax free wealth, but it is also the absolute best way to pass TAX FREE wealth to your posterity.

Chapters:

01:00 – First Estate Planning Mistake is to die Intestate
02:40 – Misunderstanding Portability – Mistake #3
03:00 – Avoid taxes on investments
05:00 – Step-up in basis – explanation
07:30 – Precious metals
08:00 – Deferred Annuities
09:00 – Create your own Retirement Time Machine
10:00 – Qualified accounts – Tax advantages and trade offs
11:30 – 2020 SECURE Act explained
12:15 – Break
12:30 – Roth conversion explained
13:30 – Tax bracket management game
14:30 – The Family Bank Strategy
15:30 – The Gift Tax Leverage Strategy
16:30 – Next episode introduced – The Power of gifting

Learn more:
* Estate Planning Made Easy website

* shop.empez.com
* The 10 Most Common Estate Planning Mistakes, 4th Edition, by David T. Phillips
* Generational Wealth Strategies newsletter
* The Future of Retirement Savings, by Todd Phillips
* The Bombshell Battle Plan, by David T. Phillips

Contact:
Estate Planning Specialists at 888-892-1102
The Durfee Law Group at 480 324-8000

* How to Create Your Retirement Time Machine
To Roth 2023 Federal Income Tax Rate Married Filing Jointly graphic
* Gift Tax Leverage Strategy: Male & Female Age 65 Good Health graphic

Receive a 50% discount on all our books and reports (not the Analysis) by using the discount code EPMEZ at https://shop.epmez.com/.

Logic would tell us, if we simply plod through life, ignoring any legal opportunities to pay less income and capital gains taxes, the less we will have to spend during retirement and the less we will leave our posterity. In Episode Five of Estate Planning Made Easy, The Podcast, David reveals key investments that either postpone taxes or accumulate totally income and capital gains TAX FREE. David further explains:
* The power of using the Step-up in Basis when planning your estate. * How The SECURE Act is the Stealth estate tax. * Why you should convert your IRA to a Roth IRA * Why The Family Bank Strategy, is the Holy Grail, and the premier vehicle to not only accumulate and distribute tax free wealth, but it is also the absolute best way to pass TAX FREE wealth to your posterity.
Chapters:
01:00 – First Estate Planning Mistake is to die Intestate 02:40 – Misunderstanding Portability – Mistake #3 03:00 – Avoid taxes on investments 05:00 – Step-up in basis – explanation 07:30 – Precious metals 08:00 – Deferred Annuities 09:00 – Create your own Retirement Time Machine 10:00 – Qualified accounts – Tax advantages and trade offs 11:30 – 2020 SECURE Act explained 12:15 – Break 12:30 – Roth conversion explained 13:30 – Tax bracket management game 14:30 – The Family Bank Strategy 15:30 – The Gift Tax Leverage Strategy 16:30 – Next episode introduced – The Power of gifting
Learn more: * <a href="https://epmez.com/">Estate Planning Made Easy</a> website
* shop.empez.com * <a href="https://shop.epmez.com/products/the-10-most-common-estate-planning-mistakes-and-how-to-avoid-them-4th-edition">The 10 Most Common Estate Planning Mistakes, 4th Edition</a>, by David T. Phillips * <a href="https://www.generationalwealthnewsletter.com/offer/generational-wealth-retirement-and-estate-survive/">Generational Wealth Strategies</a> newsletter * <a href="https://shop.epmez.com/products/the-future-of-retirement-savings">The Future of Retirement Savings</a>, by Todd Phillips * <a href="https://shop.epmez.com/products/the-bombshell-battle-plan-how-to-defend-against-the-irs-secret-weapon-post-2020-election-and-secure-act-preorder">The Bombshell Battle Plan</a>, by David T. Phillips
Contact: Estate Planning Specialists at 888-892-1102 The Durfee Law Group at 480 324-8000
* <a href="https://shop.epmez.com/">How to Create Your Retirement Time Machine</a>
<ul>
<li><a href="https://answersforelders.com/wp-content/uploads/2024/04/EPMEZ5graphic1.png">To Roth 2023 Federal Income Tax Rate Married Filing Jointly</a> graphic * <a href="https://answersforelders.com/wp-content/uploads/2024/04/EPMEZ5graphic2.png">Gift Tax Leverage Strategy: Male &amp; Female Age 65 Good Health</a> graphic</li>
</ul>
Receive a 50% discount on all our books and reports (not the Analysis) by using the discount code EPMEZ at https://shop.epmez.com/.

Estate Planning Made Easy, is a podcast hosted by David T. Phillips, CEO of Estate Planning Specialists. With 52 years of estate planning experience, David is recognized nationally as “the source” when it comes to proper estate planning. David has been a featured speaker at a multitude of investment conferences around the globe and a guest on national television including CNN, Fox News, CNBC and Bloomberg. He and his firm are continually recommended by financial newsletter gurus such as Mark Skousen, Forecasts & Strategies, Robert Carlson, Retirement Watch, Dr. David Eifrig, Retirement Millionaire.

With his vast knowledge and experience, each Wednesday, David will share key insights on how to build a powerful, productive posterity through proper estate planning. Archaeologists have proven that the ancient Egyptians were wrong: we can’t take it with us. We all need to have a proper transfer plan in place. David will weekly expose the best strategies, top secrets and tools that will allow you to keep your wealth in the family. In 1994, David, wrote the best-selling book, Estate Planning Made Easy. Thirty years later it is the theme of his new podcast. While the task can seem somewhat daunting and intimidating, estate planning can actually be easy if you know the “how to’s” and the “why’s.” 

Tune in each Wednesday for a new episode of Estate Planning Made Easy with your host David T. Phillips.

Main website link: https://epmez.com
YouTube Channel Link: https://www.youtube.com/@estateplanningspecialists2789
Store link: https://shop.epmez.com/
GWS Newsletter Sign-up Link: https://shorturl.at/zHJOZ

Estate Planning Made Easy, is a podcast hosted by David T. Phillips, CEO of Estate Planning Specialists. With 52 years of estate planning experience, David is recognized nationally as “the source” when it comes to proper estate planning. David has been a featured speaker at a multitude of investment conferences around the globe and a guest on national television including CNN, Fox News, CNBC and Bloomberg. He and his firm are continually recommended by financial newsletter gurus such as Mark Skousen, Forecasts &amp; Strategies, Robert Carlson, Retirement Watch, Dr. David Eifrig, Retirement Millionaire.
With his vast knowledge and experience, each Wednesday, David will share key insights on how to build a powerful, productive posterity through proper estate planning. Archaeologists have proven that the ancient Egyptians were wrong: we can’t take it with us. We all need to have a proper transfer plan in place. David will weekly expose the best strategies, top secrets and tools that will allow you to keep your wealth in the family. In 1994, David, wrote the best-selling book, Estate Planning Made Easy. Thirty years later it is the theme of his new podcast. While the task can seem somewhat daunting and intimidating, estate planning can actually be easy if you know the “how to’s” and the “why’s.” 
Tune in each Wednesday for a new episode of Estate Planning Made Easy with your host David T. Phillips.
Main website link: <a href="https://epmez.com/" data-saferedirecturl="https://www.google.com/url?q=https://epmez.com&amp;source=gmail&amp;ust=1709737504106000&amp;usg=AOvVaw0qALRXTJVyOinBloImKnxF">https://epmez.com</a> YouTube Channel Link: <a href="https://www.youtube.com/@estateplanningspecialists2789" data-saferedirecturl="https://www.google.com/url?q=https://www.youtube.com/@estateplanningspecialists2789&amp;source=gmail&amp;ust=1709737504106000&amp;usg=AOvVaw1nzSPsC1Y_nXu8iCUYcPNA">https://www.youtube.com/@estateplanningspecialists2789</a> Store link: <a href="https://shop.epmez.com/" data-saferedirecturl="https://www.google.com/url?q=https://shop.epmez.com/&amp;source=gmail&amp;ust=1709737504106000&amp;usg=AOvVaw1SjDCRxiUlsGjJOeW8TOYs">https://shop.epmez.com/</a> GWS Newsletter Sign-up Link: <a href="https://shorturl.at/zHJOZ" data-saferedirecturl="https://www.google.com/url?q=https://shorturl.at/zHJOZ&amp;source=gmail&amp;ust=1709737504106000&amp;usg=AOvVaw0pwzLkGPEVthRyd7l4olm2">https://shorturl.at/zHJOZ</a>

Estate Planning Made Easy

Logic would tell us, if we simply plod through life, ignoring any legal opportunities to pay less income and capital gains taxes, the less we will have to spend during retirement and the less we will leave our posterity. In this episode, David reveals key investments that either postpone taxes or accumulate totally income and capital gains tax free.

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