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Balanced Investing, Roth Conversions & Estate Planning Strategies

Retire Sooner with Wes Moss

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Navigating the Great Wealth Transfer

This chapter explores the projected $84 trillion in wealth set to be inherited over the next decade, emphasizing the challenges many face regarding estate planning and family discussions on inheritance. It underscores the importance of creating wills, understanding tax implications, and the need for transparent communication to navigate these sensitive topics. Additionally, it contrasts investment strategies related to mutual funds and ETFs, providing insights into tax efficiency for inheritors.

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