When passing on a significant inheritance, it’s always important to be cognizant of the tax implications you’re putting on your heiresses. We have one strategy for lowering that tax burden. Watch the video to find out how!

This Espresso Shot was just a snippet of the great insights in our webinar “Advisor Insights on Roth Conversions”. If you’re curious about what other scenarios might warrant a Roth conversion, you can watch the entire webinar by clicking here.

If you’d like to find out more information about Roth IRA conversions, or any other aspect of wealth planning, please reach out to us! We’re always looking to bring clarity to managing your wealth and our door is always open for you to ask us anything.