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Understanding Inheritance Taxes

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Manage episode 445265213 series 3561331
Content provided by Impact Partnership and Frankie Guida. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Frankie Guida or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Frank and Frankie dive into tax implications in retirement and optimizing retirement income through effective portfolio management. They explore the importance of understanding state tax policies, the impact of inheritance taxes, and how to structure retirement portfolios to achieve better returns while managing risk.

Connect with the team at A Better Way Financial to get a second opinion on your retirement plan today!

CLICK HERE to register for one of our upcoming Win, Lose, or Draw - How the Election Could Impact Your Retirement.

Read our book! Amazon Best Seller, The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”

See omnystudio.com/listener for privacy information.

  continue reading

195 episodes

Artwork
iconShare
 
Manage episode 445265213 series 3561331
Content provided by Impact Partnership and Frankie Guida. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Frankie Guida or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Frank and Frankie dive into tax implications in retirement and optimizing retirement income through effective portfolio management. They explore the importance of understanding state tax policies, the impact of inheritance taxes, and how to structure retirement portfolios to achieve better returns while managing risk.

Connect with the team at A Better Way Financial to get a second opinion on your retirement plan today!

CLICK HERE to register for one of our upcoming Win, Lose, or Draw - How the Election Could Impact Your Retirement.

Read our book! Amazon Best Seller, The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”

See omnystudio.com/listener for privacy information.

  continue reading

195 episodes

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