5 Retirement Mistakes Turning the IRS Into Your Biggest Beneficiary #retirement
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5 Retirement Mistakes Turning the IRS Into Your Biggest Beneficiary #retirement
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About this listen
With $84 trillion set to change hands over the next 20 years, your retirement accounts could become a massive tax burden for your family. In this episode of The Great Wealth Transfer, David Pulcini, CFP®, breaks down 5 practical moves to help reduce lifetime taxes, avoid forced withdrawals, and protect your legacy.
You’ll learn:
How to diversify your tax buckets (pre-tax, after-tax, Roth)
Smart Roth conversion strategies while rates are historically low
The difference between asset allocation and asset location
How the SECURE Act’s 10-Year Rule impacts your children
Why a lifetime withdrawal plan beats an RMD-only plan
How to prevent the IRS from inheriting more than your family
Whether you're planning your own retirement or preparing to pass wealth to the next generation, these strategies help you keep more of your money in your family’s hands — not the government’s.
Want personalized guidance?
Schedule a call with Dave: 585-485-0947
Email: dpulcini@sixpointfp.com
Subscribe for more Great Wealth Transfer insights: YouTube.com/@SixPointFinancialPartners
#RetirementPlanning, #financialplanning, #investmentstrategy, #taxplanning, #RothConversions
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