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https://vwo3759x8i7.typeform.com/earlyretirement
Access the same software I use for my clients and join the Early Retirement Academy here https://ari-taublieb.mykajabi.com/early-retirement-academy
Organizational chart mentioned in the video
https://www.dropbox.com/scl/fi/j168dg6tsg1xs3gjk9qmx/Can-I-Delay-Distributions-From-The-Traditional-IRA-I-Inherited-2024.pdf?rlkeyw94z8vkr0kd5thfc1tcg7e0d4&e1&stxt8rredk&dl0
Inheriting money can have a significant impact on your early retirement plans, but it requires careful tax planning to maximize benefits and minimize debt.
This comprehensive guide will help you develop essential strategies for managing inherited wealth and provide you with valuable information on tax implications, IRAs, brokerage accounts, and beneficiary options.
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Timestamp
00:00 Introduction
00:15 Tell a real case
03:30 Financial planning to avoid changing children's life decisions.
05:17 Do smart estate planning
06:50 Special announcement
08:25 Review of the week's commentary
10:42 Planning Distributions from Inherited Traditional IRA
2:35 p.m. How to handle inheritances when you're in a high tax bracket
5:35 p.m. Inheritance other than that of your spouse
8:17 p.m. Inheritance of brokerage accounts
21:27 What is Net Unrealized Appreciation (Nua)
11:58 p.m. Summary/Conclusion
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eBook: The complete guide to early retirement (FREE)
https://rootfinancialpartners.com/early-retirement
eBook: The Complete Guide to Health Insurance (FREE)
https://rootfinancialpartners.com/health-insurance
Early Retirement Spending Calculator (FREE) https://rootfinancialpartners.com/cash-flow-planner
PODCAST – https://earlyretirementpodcast.com/
INSTAGRAM – https://www.instagram.com/earlyretirementari/
LINKEDIN – https://www.linkedin.com/in/aritaublieb/
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Ari Taublieb, CFP, MBA, is a vice president at Root Financial Partners (Fiduciary) and host of the Early Retirement podcast.
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Do you benefit from tax planning before 2026? Most people hoping to retire early know they're leaving money on the table, but don't know how to fix it.
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️ /"DISCLAIMER:️
Not all content should be received as financial advice, and each individual should consult their financial planner, tax preparer, estate attorney, etc., before making any financial decisions.
This video contains content that I created and have received permission to use from its creators. This channel DOES NOT promote or encourage any illegal activity; All contents provided by this channel are for EDUCATIONAL AND ENTERTAINMENT purposes only.
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