Could the inheritance you leave behind create tax headaches your family never expected? In this episode, Jon Hicks explores how inherited IRA rules have changed under the SECURE Act and what that could mean for children and grandchildren who inherit retirement accounts. He discusses the role of trusts, wealth transfer strategies, gifting while living, tax considerations for beneficiaries, and why leaving assets to loved ones may require more planning than many families realize. Learn how different approaches may impact the legacy you hope to pass on and the people who receive it.

 

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Could the inheritance you leave behind create tax headaches your family never expected? In this episode, Jon Hicks explores how inherited IRA rules have changed under the SECURE Act and what that could mean for children and grandchildren who inherit retirement accounts. He discusses the role of trusts, wealth transfer strategies, gifting while living, tax considerations for beneficiaries, and why leaving assets to loved ones may require more planning than many families realize. Learn how different approaches may impact the legacy you hope to pass on and the people who receive it.
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Schedule your complimentary appointment today: <a href="https://jhagancapital.com/media/">RetirementSolutionShow.com</a>
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The Retirement Solution podcast with Jon Hicks is your irreverent, in-your-face, and inspiring guide to retirement planning. Jon, the author of "The Retirement Solution," covers the financial headlines and helps listeners focus on ways to reduce fees, taxes, and squeeze every available penny out of their retirement portfolio.

Whether you're just starting to plan for retirement or you're already in the thick of it, The Retirement Solution has something for you. Jon's unique approach is designed to help you find the retirement solution that's right for you, so you can retire with confidence.

Subscribe today and empower yourself to make smart financial decisions for a secure and fulfilling retirement.

Connect with Jon and his team online at J Hagan Capital or on social: Facebook, Instagram, LinkedIn and YouTube.

The Retirement Solution podcast with Jon Hicks is your irreverent, in-your-face, and inspiring guide to retirement planning. Jon, the author of "The Retirement Solution," covers the financial headlines and helps listeners focus on ways to reduce fees, taxes, and squeeze every available penny out of their retirement portfolio.
Whether you're just starting to plan for retirement or you're already in the thick of it, The Retirement Solution has something for you. Jon's unique approach is designed to help you find the retirement solution that's right for you, so you can retire with confidence.
Subscribe today and empower yourself to make smart financial decisions for a secure and fulfilling retirement.
Connect with Jon and his team online at <a href="https://bit.ly/3FfCBVy">J Hagan Capital</a> or on social: <a href="https://bit.ly/48MRVGD">Facebook</a>, <a href="https://bit.ly/3Fged5S">Instagram</a>, <a href="https://bit.ly/46q33HX">LinkedIn</a> and <a href="https://bit.ly/3tmoJG4">YouTube</a>.

The Retirement Solution podcast with Jon Hicks is your irreverent, in-your-face, and inspiring guide to retirement planning.