Is the Next Generation Ready for the Wealth Transfer?
About this episode
Ken and Nick Tumolo discuss the challenges heirs face during the great wealth transfer and the importance of tax planning and education.
A massive wealth transfer is underway—but many families aren’t prepared for what comes next. In this episode of the Tumolo Financial Podcast, Ken and Nick Tumolo discuss the “great wealth transfer” and the challenges heirs face when inheriting retirement accounts. The conversation explores how tax rules, inherited IRAs, and timing decisions can dramatically affect what ultimately reaches the next generation. Listeners will hear why coordination, education, and long‑term tax planning matter—not just for retirees, but for their children and grandchildren as well. To schedule a Tumolo Financial Retirement Checkup visit TumoloFinancial.com Ken Tumolo and his son Nick Tumolo join you on Tumolo Financial Radio to offer solutions and strategies for your retirement planning needs. With decades of financial planning experience, Ken and Nick offer tax recommendations, estate planning advice, Social Security maximization, wealth management, retirement income planning and much more. See omnystudio.com/listener for privacy information.
More episodes of Tumolo Financial Radio
- Why Retirees Are Still Getting Hit With Tax Bills
- Why Saving for Retirement Is Easier Than Spending
- When Savings Headlines Don’t Match Reality
- Big Retirement Decisions Can Have Bigger Consequences
- The Retirement Windows You Don’t Want to Miss
- The Retirement Assumptions That Deserve a Second Look
Explore listener stats, chart rankings, contacts and more on the Tumolo Financial Radio podcast page.