Titling Your Assets Correctly: Estate & Legacy Planning Series Part 3 of 6 | Ep #64
Estate planning involves more than just creating a will or setting up a trust. One of the most overlooked but critical aspects of estate planning is proper asset titling.
Beneficiary Designations (cont.): Estate & Legacy Planning Series Part 2 of 6 | Ep #63
Did you know that beneficiary forms override wills and trusts for many financial accounts? In this episode of Protecting and Preserving Wealth, we dive into why updating your beneficiary designations is essential for estate planning success.
Beneficiary Designations: Estate and Legacy Planning Series Part 2 of 6 | Ep #62
In the second installment of our estate and legacy planning series, we highlight the critical role of beneficiary designations in securing and managing wealth.
Estate Planning Documents: Estate & Legacy Planning Series Part 1 of 6 | Ep #61
In this episode, we’re kicking off our six-part series on estate and legacy planning. We dive into the critical steps of preparing for the Great Wealth Transfer—an estimated $84 trillion passing to the next generation by 2045.
Mitigating Taxes In a Concentrated Stock Position | Ep #60
We dive into managing the challenges posed by concentrated stock positions. When individuals hold significant investments in a single stock, such as Apple, Nvidia, or Tesla, they may face considerable capital gains taxes and financial risk.
What To Expect From Trump’s Second Term – Part 2 | Ep #59
In Part 2, of What To Expect From Trump’s Second Term, we take an in-depth look at the potential economic consequences of a Trump administration, honing in on key areas such as interest rates, tax policy, government efficiency, and immigration.
What To Expect From Trump’s Second Term – Part 1 | Ep #58
In this episode, we discuss the economic implications of Donald Trump’s second presidential term, focusing on markets, regulation, energy, and inflation.
IRA Changes with SECURE Act 2.0 | Ep #57
Bruce and Alex Koury dive into the changes introduced by the SECURE Act 2.0, which has made significant modifications to IRA and trust regulations.
Your Kids Can’t Convert Your IRA to a Roth | Ep #54
In this episode, we focus on this crucial aspect of estate planning: converting your IRA to a Roth IRA before passing it to your children.
The Updated 10-Year IRA Rule for Beneficiaries | Ep #53
Bruce and Alex Koury discuss the updated 10-year IRA rule for beneficiaries, finalized by the IRS on July 18, 2024. Under the old Strech IRA rules, beneficiaries could stretch out Required Minimum Distributions (RMDs) over their lifetimes, creating a favorable tax strategy for passing on wealth.