The $19,000 Tax Axe Strategy with special guest, Shelly Cioppa Founder of Sharp Edge Tax Solutions
About this episode
Johnnie discusses the $19,000 tax axe strategy for retirees to effectively transfer wealth and reduce estate burdens.
People in this episode
Host: Johnnie Roberts
Guest: Shelly Cioppa
Topics covered
- tax planning
- wealth transfer
- retirement strategies
- gifting rules
- estate planning
Keywords
- tax axe
- annual gifting
- retirement
- wealth transfer
- tax efficiency
Mentioned in this episode
Organizations: Sharp Edge Tax Solutions
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- When to take withdrawls from my retirement accounts with special guest, Shelly Cioppa Founder of Sharp Edge Tax Solutions
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