Does your retirement tax plan include crucial estate planning strategies? Are using all of the tax savings strategies available to you? You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to Timestamps: 0:00 Does your tax plan end when you do? 0:43 Spousal Gifting for a Double Step-Up in Basis 4:46 Double Step-Up in Basis + Your Retirement Withdrawal Strategy 7:57 Unequal Beneficiaries for Maximum Tax Savings #EstatePlanning #TaxPlanning Disclaimer: This content is shown for illustrative purposes only. Every situation varies widely, and therefore the effectiveness of any strategies discussed on the Safeguard Wealth Management Youtube Channel will vary widely. Please use experienced help when implementing any retirement, tax, or estate planning strategy. - - - - - - - - - - - - - - - - - Always remember, "You Don't Need More Money; You Need a Better Plan&
Timothy Sumer is a philanthropist and motivational speaker empowering young entrepreneurs across the nation. He speaks on starting new businesses and the importance of branding in the digital age. Timothy Sumer has a BA in Accounting from NYU and a Masters in Information Technology from MIT. Tim enjoys traveling around the globe, driving exotic sports cars, molecular gastronomy, exploring new cultures, and keeping on top of the latest technology trends. Hope you enjoy Timothy Sumer's page :)