Ask the Hammer: What is the Generation Transfer Tax?

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In this episode of Ask the Hammer, a Retirement Daily reader has a question…

I need a crash course on skipped generation transfer tax. I think maybe I just triggered it.

Jeffrey “The Buckinghammer” Levine of Buckingham Wealth Partners, sat down with Robert Powell, editor of Retirement Daily, to answer this question.

In this episode of Ask the Hammer, Levine explains:

  • What Is Skipped Generation Transfer Tax And When It Occurs
  • Different examples of types of transfer taxes
  • What types of occupations might be helpful to this reader
  • What is a GST exemption allowance?

Be sure to watch the entire episode to get the full scoop!

Stay tuned for more Ask the Hammer!


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