Dear Patriot,

 

Yesterday, we uncovered the hidden power of Health Savings Accounts—and how they can deliver tax-free income long into retirement. Today, we turn to a different—but equally urgent—financial mission: making sure your heirs inherit your wealth, not a tax bill.

Click here to continue reading…


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Poll Of The Day

 Do you have a plan in place to pass your assets to your family in a tax-efficient way?

Yes

No

Unsure


Fun Fact Of The Day

The IRS collected over $27 billion in estate and gift taxes in 2024—much of it from Americans who could’ve avoided it with simple planning.



American Retirement Insider

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