Episode 48 of Retirement Tax Matters evaluates the financial trade-offs of inheriting a Roth IRA versus a Traditional pre-tax IRA for high-net-worth families in the $2M to $8M range. Garrett and Adam break down why adult children in their peak earning years face compressed 10-year distribution windows under the SECURE Act, which often makes proactive parent-level Roth conversions at lower rates the superior decision for the family balance sheet.

Episode 33 of Retirement Tax Matters uses a reverse-engineering framework to reframe the six-figure RMD from a problem into a solvable puzzle. Learn how to levelize your lifetime tax liability and your heirs through proactive tax-return driven planning.

n Episode 10 of Retirement Tax Matters we tackle one of the most significant change to legacy planning in decades: the elimination of the Stretch IRA by the SECURE Act. Although this legislation took effect in 2020, its importance may have been easily missed in our fast-moving world, and new retirees are being reminded of its consequences.