Skip to content
Growth Tools
Software & Reports
Roth Done Right
Annuity Alpha
See All Software & Reports
Marketing & Lead Gen
Retirement Tax Bill
See All Marketing & Lead Gen
Training & Coaching
Packages
Pricing
Schedule a Demo
Login
Stonewood Financial Blog
Select Category
2024 Election
Advisor Advice
Advisor Training
Annuity Alpha
Brand
Congress
Content
COVID-19
Economic Impact
Estate Planning
Financial Advisor Marketing Tools
Income Risk
Innovate
Innovate IUL
Insider
IRMAA
IUL
Lead Generation Tips
Legacy Done Right
Legislative Risk
Market Risk
Marketing
Marketing Tips
Messaging
New Holistic
Practice Transformation
Retirement Tax Bill
Risk Tolerance
Roth Done Right
Tax Risk
Taxes
Toolkit
Recent Articles
Filter by:
All
Advisor Advice
Financial Advisor Marketing Tools
Advisor Training
Legislative Risk
Practice Transformation
Tax Risk
Legislative Risk
,
Tax Risk
,
Advisor Training
,
Estate Planning
,
Legacy Done Right
Neil Wilding
December 5, 2025
Is This the Best Legacy Approach to Minimize Taxes?
There’s a good chance your clients have legacy funds just sitting in their IRAs.
Read more
Subscribe to our blog here
