Retirement planning often focuses on the years you expect to spend in retirement. Comprehensive planning may also include thinking about what happens beyond your lifetime.
In this Finance 201 conversation, Jeff Montgomery, CTS™, CES™ explains why legacy planning is about more than passing assets to the next generation.
You’ll learn how taxes, beneficiary decisions, and estate planning may influence what family members ultimately receive and why these conversations are often coordinated with estate planning attorneys and tax professionals.
Jeff also explains how legacy planning fits within a broader retirement plan that brings together investments, retirement income, tax planning, and long-term family priorities.
Continue learning:
Watch the next video in this Retirement Tax Planning series:
How Can Withdrawal Order Affect Retirement Taxes?
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*Important Information*
_This video is provided for educational and informational purposes only and is not intended as personalized financial, tax, or legal advice. Financial planning and investment decisions involve risk and may not be suitable for every individual._
_Montgomery Financial is a Registered Investment Advisor. Advisory services are offered through an ongoing advisory relationship and are based on individual circumstances. Coordination with tax and legal professionals is encouraged where appropriate._
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By: Montgomery Financial: Jeff Montgomery, CTS™, CES™
Title: Legacy Tax Planning: Thinking Beyond Your Lifetime | Retirement Tax Planning | Montgomery Financial
Sourced From: www.youtube.com/watch?v=agWZlAP3f8Q
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