The Weekly Insight
The Weekly Insight Podcast brings you weekly information about what you need to know about what is going on in the market every week.
The Weekly Insight
Avoiding the Hidden Inheritance Tax
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Andrew Dorr
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Most families spend years worrying about the estate tax.
Here's the reality: fewer than 2,000 deaths will trigger a federal estate tax payment this year. That’s 0.07% of all estates.
The tax your heirs will actually pay isn't in the estate code. It's sitting inside your IRA. And there's a limited window — retirement to age 73 — to do something about it.
Read more here: https://insightwealthgroup.com/the-weekly-insight-avoiding-the-hidden-inheritance-tax/
