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Listen "The Great Wealth Transfer, Part 1: From Boomers to Millennials (Ep. 141)"
Episode Synopsis
Ever heard of the Great Wealth Transfer? It’s about to change everything you thought you knew about money.
Imagine a staggering $68 to $74 trillion cascading down over the next decade or so. Could this make millennials the richest age group the U.S. has ever seen?
In this two-part series, Larry Heller, CFP®, CDFA®, offers a glimpse into the psyche of the baby boomers as they navigate this monumental transition of wealth to the millennials. Learn how you can prepare as Larry covers such topics as taxes, Roth conversions, estate planning, and the benefits of being diligent with your record-keeping.
Part 1 of this Great Wealth Transfer series highlights:
The intricacies of taxes associated with this massive wealth movement
A review of Required Minimum Distributions (RMDs) and Roth conversions
How to engage in family tax planning, including the importance of candid conversations
Eyebrow-raising tales like the Miami Dolphins’ sale driven by unforeseen tax burdens
The often overshadowed aspects of estate planning, such as safeguarding assets and diligent record-keeping
And much more!
Resources:
Free Financial Resilience Assessment
Retire Right by Larry Heller, CFP®, CPA
How and When To Use A Roth (Ep. 17)
Year-End Planning Recommendations for Retirees (Ep. 98)
Year-End Tax-Planning Unveiled: 10 Tips to Implement Before Year-End (Ep. 139)
Connect with Larry Heller:
(631) 248-3600
Schedule a 20-Minute Call
Heller Wealth Management
LinkedIn: Larry Heller, CFP®, CPA
YouTube: Life Unlimited with Larry Heller, CFP®
Imagine a staggering $68 to $74 trillion cascading down over the next decade or so. Could this make millennials the richest age group the U.S. has ever seen?
In this two-part series, Larry Heller, CFP®, CDFA®, offers a glimpse into the psyche of the baby boomers as they navigate this monumental transition of wealth to the millennials. Learn how you can prepare as Larry covers such topics as taxes, Roth conversions, estate planning, and the benefits of being diligent with your record-keeping.
Part 1 of this Great Wealth Transfer series highlights:
The intricacies of taxes associated with this massive wealth movement
A review of Required Minimum Distributions (RMDs) and Roth conversions
How to engage in family tax planning, including the importance of candid conversations
Eyebrow-raising tales like the Miami Dolphins’ sale driven by unforeseen tax burdens
The often overshadowed aspects of estate planning, such as safeguarding assets and diligent record-keeping
And much more!
Resources:
Free Financial Resilience Assessment
Retire Right by Larry Heller, CFP®, CPA
How and When To Use A Roth (Ep. 17)
Year-End Planning Recommendations for Retirees (Ep. 98)
Year-End Tax-Planning Unveiled: 10 Tips to Implement Before Year-End (Ep. 139)
Connect with Larry Heller:
(631) 248-3600
Schedule a 20-Minute Call
Heller Wealth Management
LinkedIn: Larry Heller, CFP®, CPA
YouTube: Life Unlimited with Larry Heller, CFP®
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