How do I pass on wealth? Is Uncle Sam getting it all?
Most people who inherit IRA’s or 401k’s will pay 40%-60% of that inherited money in taxes. There are wealth transfer strategies that greatly reduce these taxes. The very wealthy know about them and use them. You don’t have to be a millionaire to reduce these taxes. You just have to know how. If you want Jeff to show you how just give him a call.
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