• Accessible Finance Episode 51: John, 70, Looking To Retire With A Legacy Planning Focus

  • Sep 9 2024
  • Length: 25 mins
  • Podcast

Accessible Finance Episode 51: John, 70, Looking To Retire With A Legacy Planning Focus

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  • Summary

  • How can I balance my withdrawal strategy to ensure I don't outlive my savings while still leaving a legacy?

    Should I consider setting up a trust or other estate planning tools to minimize taxes and ensure my wishes are fulfilled?

    What are the pros and cons of gifting assets now vs. leaving them as an inheritance?


    As always, we start with verifying cash flow, then look to optimize asset location, analyze how timing of gifts affects the basis, and analyze 401k vs. IRA options. If you would like us to discuss your specific scenario without providing financial advice, have seen any article or advice you'd like some feedback on, or have any general questions, feel free to write to us at podcast@equilibriumfp.com. We will anonymize your personal information. Thanks!

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