Don't Leave an Inheritance - Use These Tax-Efficient Transfers Instead

Don't Leave an Inheritance - Use These Tax-Efficient Transfers Instead

From The Wise Money Show™ by Korhorn Financial Group

March 14, 2026 · 42 min · Season 11 · Episode 30

About this episode

This episode discusses tax-efficient strategies for transferring wealth during your lifetime instead of leaving an inheritance.

Are you planning to leave an inheritance for your kids or grandkids? New tax rules have opened the door to smarter, more tax-efficient ways to transfer wealth during your lifetime instead. In this episode of The Wise Money Show, we break down three powerful strategies, including the new 530A accounts, 529-to-Roth transfers, and the annual gift tax exclusion. Learn how these tools could help you leave more to your family and less to the IRS while creating a meaningful financial legacy. Season 11, Episode 30 Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/ Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/schedule-a-call/ or call 574-247-5898. Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://pod.link/1040619718 Watch this episode on YouTube: https://youtu.be/odfEZ1v9AJ8 Connect with us: Facebook - https://www.facebook.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG…

People in this episode

Host: Kevin Korhorn

Topics covered

  • inheritance
  • tax-efficient transfers
  • wealth transfer strategies
  • financial legacy
  • 529 accounts
  • gift tax exclusion

Keywords

  • inheritance
  • tax-efficient
  • wealth transfer
  • 530A accounts
  • 529-to-Roth transfers
  • annual gift tax exclusion
  • financial legacy

Mentioned in this episode

Organizations: Korhorn Financial Group, Silver Oak Securities, Inc., KFG Wealth Management, LLC, YouTube, Facebook, Instagram

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