Ironclad Retirement

The World's Most Expensive Inheritance Plan

Episode Notes

Bestselling Author and Retirement Planning Expert, Matt Richman, shares how most inheritances in the U.S. are gone within about 18 months and explains why leaving large qualified (pre-tax) accounts to children can be one of the costliest ways to pass on wealth. He contrasts IRA/401(k) money with brokerage assets that get a step-up in basis and shows how to structure withdrawals and beneficiaries more intelligently.