Retire Right

← Retire Right7 oct. · 1 h 07 min

441 Transition to retirement, death tax, recontribution strategy, sell house to travel + more

441 Transition to retirement, death tax, recontribution strategy, sell house to travel + more7 oct.1 h 07 min

Retire Right is brought to you by Tallowwood Wealth Advice. Specialist retirement financial advisers. You can book a complimentary appointment wherever you are in Australia by visiting https://www.tallowwoodwealth.com.au/

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In this Q&A episode Glen James and Martin McGrath discuss:

👉 do I need to disclose what I spend TTR money on?

👉🏼 setting up a transition to retirement strategy

👉🏽 will my kids have to pay tax when they receive my super and how is this calculated?

👉🏾 strategies to reduce tax for super beneficiaries

👉🏿 is Scott's retirement strategy sound?

👉🏻 what to do with my house and savings when I travel extensively in retirement

👉 I won't spend the minimum pension drawdown, should I keep my super in accumulation?

👉🏼 what this 83yo did wrong when they wrapped up their SMSF

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