Episode Player

#622 How to Keep Death From Creating a Tax Mess

Main Street Business

Chapters
0:00
A Mess Or A Plan
1:10
Four Avoidable Death Tax Traps
3:20
The Three Penalties After Loss
6:15
The Roth Conversion Sweet Spot
11:45
Using Charity To Fund Conversions
16:00
Spousal Rollover Versus Inherited IRA
17:05
Stepped Up Basis Wins And Traps
22:30
Two Trust Strategy For Basis
26:35
Why Adding Kids On Title Backfires
31:00
Estate Plan Offer And Final Charge
Main Street Business
#622 How to Keep Death From Creating a Tax Mess
Jun 05, 2026
Mark J Kohler and Mat Sorensen

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