How do Taxes Affect Estate Planning with special guest, Shelly Cioppa Founder of Sharp Edge Tax Solutions
About this episode
The episode discusses the tax implications of estate planning and how proactive strategies can help preserve wealth for heirs.
People in this episode
Host: Johnnie Roberts
Guest: Shelly Cioppa
Topics covered
- estate planning
- tax implications
- wealth transfer
- Roth conversions
- tax-deferred accounts
Keywords
- estate planning
- tax implications
- wealth transfer
- Roth conversions
- tax-deferred accounts
Mentioned in this episode
Organizations: Sharp Edge Tax Solutions
More episodes of Retire at New Heights with Johnnie Roberts
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- How much can I put into a Roth or 401K? with special guest, Shelly Cioppa Founder of Sharp Edge Tax Solutions
- The Pros and Cons of a Tax Refund with special guest, Shelly Cioppa Founder of Sharp Edge Tax Solutions
- The $19,000 Tax Axe Strategy with special guest, Shelly Cioppa Founder of Sharp Edge Tax Solutions
- When to take withdrawls from my retirement accounts with special guest, Shelly Cioppa Founder of Sharp Edge Tax Solutions
- How the Big Beautiful Bill impacts Tax Planning with special guest, Shelly Cioppa Founder of Sharp Edge Tax Solutions
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