When you're doing your estate planning, chances are your qualified retirement accounts such as IRAs and 401(k)s and taxes are big considerations as far as how you structure your estate plan. Depending on your situation and goals, a trust may be appropriate for you. Taxes, qualified retirement accounts and trusts are the emphasis of the Second Half of Life Podcast episode 46, as the founding shareholder of Steinbacher, Goodall & Yurchak, Julie Steinbacher, discusses everything one would need to know about planning for the second half of life, with a particular emphasis on those three items. She begins the episode by talking about the foundational documents that everyone should have, such as Wills and Powers of Attorney, and goes into some more detail about the different types of POAs. In the second half of the episode, she then discusses trusts and their objectives, IRAs and other qualified retirement plans, as well as taxes and how those should factor into retirement planning and potential planning for long-term care, and estate planning.

All episodes of the Second Half of Life Podcast can be found on the Steinbacher, Goodall & Yurchak website, as well as on most podcast directories, which includes Apple Podcasts, Spotify, TuneIn + Alexa, iHeartRadio, Stitcher, Podcast Addict, Google Podcasts, Podchaser, Deezer, Listen Notes, Bullhorn, Overcast, Pocket Casts, Castro, Castbox, Podfriend, Player FM, Podcast Index and Pandora.