A massive wealth transfer is underway—but many families aren’t prepared for what comes next. In this episode of the Tumolo Financial Podcast, Ken and Nick Tumolo discuss the “great wealth transfer” and the challenges heirs face when inheriting retirement accounts. The conversation explores how tax rules, inherited IRAs, and timing decisions can dramatically affect what ultimately reaches the next generation. Listeners will hear why coordination, education, and long‑term tax planning matter—not just for retirees, but for their children and grandchildren as well.

 

To schedule a Tumolo Financial Retirement Checkup visit TumoloFinancial.com

 

Ken Tumolo and his son Nick Tumolo join you on Tumolo Financial Radio to offer solutions and strategies for your retirement planning needs. With decades of financial planning experience, Ken and Nick offer tax recommendations, estate planning advice, Social Security maximization, wealth management, retirement income planning and much more.

A massive wealth transfer is underway&mdash;but many families aren&rsquo;t prepared for what comes next. In this episode of the Tumolo Financial Podcast, Ken and Nick Tumolo discuss the &ldquo;great wealth transfer&rdquo; and the challenges heirs face when inheriting retirement accounts. The conversation explores how tax rules, inherited IRAs, and timing decisions can dramatically affect what ultimately reaches the next generation. Listeners will hear why coordination, education, and long‑term tax planning matter&mdash;not just for retirees, but for their children and grandchildren as well.
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To schedule a Tumolo Financial Retirement Checkup visit&nbsp;<a href="https://tumolofinancial.com/">TumoloFinancial.com</a>
&nbsp;
Ken Tumolo and his son Nick Tumolo join you on Tumolo Financial Radio to offer solutions and strategies for your retirement planning needs. With decades of financial planning experience, Ken and Nick offer tax recommendations, estate planning advice, Social Security maximization, wealth management, retirement income planning and much more.

Ken Tumolo and his son Nick Tumolo join you on the Tumolo Financial Radio to offer solutions and strategies for your retirement needs. With decades of financial experience, Ken and Nick offer tax recommendations, Social Security maximization, wealth management, retirement income planning and much more.