Gifting and Rollover Strategies

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Retirement planning is not only about saving for your future, but also about leaving a legacy, like an inheritance for your loved ones. But what if there were another way, a tax-saving strategy, other than leaving an inheritance after one’s passing? Dennis is back and ready to discuss Ed Slott’s gifting strategies to help identify those who might want to take advantage of these benefits. Whether gifting to children or charities, you could save taxes in the long-term and help capitalize on tax-free gifting opportunities.

When it comes time to roll over a company plan, there are two questions one should ask: First, CAN the distribution from my company plan be rolled over? Second, SHOULD my distribution from my company plan be rolled over? Today, Heidi will discuss all the factors to consider when thinking about a company plan rollover as well as reasons to roll over a company plan to an IRA. And there may be reasons to leave your assets in the company plan. All this and more will be discussed as we dive into Ed Slott’s advice on such matters. Deann will join in the conversation and share timely stats regarding the topics at hand. Stay tuned and take control!