2025 The Final Drive Podcast
2025 The Final Drive Podcast
David Hays
2025 The Final Drive - E3 - Federal Estate Tax Roller-Coaster
16 minutes Posted Jan 31, 2022 at 3:14 pm.
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Show notes
During this episode I want to focus on the Federal Estate Tax Roller Coaster. This is where I talk about other forms of taxes besides our retirement accounts. Yes, I want to focus on our retirement accounts, but we can't do that without looking at other assets: your home! Your estate can be taxed. What other things should we consider? Life Insurance. Death Benefits. Loans. Long Term Care Policies.