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How to Turn Unwanted RMDs into a Tax-Free Multi-Million Dollar Legacy
Автор: A Smarter Way to Retire with Tony Leonardi CFP®
Загружено: 2025-11-30
Просмотров: 81
Описание:
Most retirees see RMDs as a tax problem. Smart ones turn them into the biggest gift their family will ever receive — completely income-tax-free.
In this 4-minute deep dive: • Exact numbers from a real $90k RMD client • Why life insurance beats inherited IRAs (no 10-year rule!) • Creditor protection & probate skip in Connecticut
Watch now and see why I call this the “legacy accelerator.”
#TaxFreeLegacy #RMDHack #LifeInsuranceStrategy #retirementplanning
Watch the full episode: • 6 RMD Strategies That Save My Clients $100...
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