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Most of you have been working for a long time, and as a result, have become good savers.
However, at some point in life, you will retire, rely upon the wealth you built, and eventually pass down everything you have to someone or something you care about.
While preparing your assets to be passed on, it’s critical to consider which will be “live on” assets, and which will become “leave on.” Find out how to do this in this episode, as Peter Raskin helps you understand the difference between these types of assets and the planning-related factors you must consider with each.
In this episode, you will learn:
- Tax considerations associated with retirement-related “live on” assets
- Why and how to protect “live on” assets
- Why life insurance can be a helpful vehicle when leaving wealth to your beneficiaries or heirs
- Updating estate planning documents and wills as part your legacy planning process
- And more!
Tune in today and find out how taxes and planning differ depending on the assets you’ll be transferring!
Resources: Raskin Planning Group | Podcasts | Resources | Peter Raskin
Disclosure: This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning.
Peter Raskin is a registered representative of Lincoln Financial Advisors.
Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is not an affiliate of Lincoln Financial Advisors.
Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.