Part 1 - Protect Your Legacy: Taxes & Legacy Planning

Thoughtful tax planning can help ensure more of the wealth you’ve built goes to your loved ones—not the IRS. In Part 1, we’ll explore key tax risks for beneficiaries, including retirement accounts, recent changes to inherited IRA rules, and strategies to help preserve more of your wealth for the next generation. And this is just the beginning—be sure to watch Part 2, where we’ll take the conversation further and explore additional ways to protect and maximize your legacy. Watch Part 2 now: https://youtu.be/8eM7CoNCnM0 Financially Speaking – Episode S9 E7 - Part 1 📞 Ready to build a stronger financial future? Schedule a complimentary consultation: https://bit.ly/4y1s6z1 or call 715-355-4445 ⚠️ Get your free Retirement Risk Score: https://bit.ly/44CoPc7 📘 Learn more about retirement planning, investing, tax planning, and financial strategies: https://bit.ly/4v7JjEo 🎧 Listen to Financially Speaking on your favorite podcast platform: https://pod.link/1472421034 ▶️ Subscribe for more content on financial planning, retirement planning, investing, taxes, and personal finance: youtube.com/channel/UCd1FZafSPaqDyiWZCYS9ySg/ ⭐Connect with us: Facebook: https://www.facebook.com/RetireWithBuska LinkedIn: https://www.linkedin.com/company/retirewithbuska/ Instagram: https://www.instagram.com/retirewithbuska #financialplanning #personalfinance #investing #taxplanning #retirementplanning #financialwellness #moneymanagement #wealthbuilding #financialfreedom #retirement Disclaimer: Since we do not know your specific situation, none of this information should be considered tax, legal, insurance, or financial advice. The information discussed is for educational purposes only and may not apply to your individual circumstances. If you need personalized advice, please consult with a qualified professional. The information in this video is also accurate as of 04/29/2026. Please verify details, as they may have changed since the recording date. Buska Retirement Solutions h