The Great Wealth Transfer and the 3rd Generation Curse, 4 Ways Workplace Benefits Can Help With Taxes

Four Ways Your Workplace Benefits Could Help With Your Taxes | How Estate Planning Can Thwart the Third-Generation Curse | The 10 Best Places to Retire in the World Created for {EMAIL} | [Web Version]( March 16, 2024 CONNECT WITH KIPLINGER  [LinkedIn]( [Facebook]( [X]( [Youtube]( [Instagram]( [SIGN UP]( ⋅ [WEBSITE]( [] Top Story [] [Four Ways Your Workplace Benefits Could Help With Your Taxes]( [Four Ways Your Workplace Benefits Could Help With Your Taxes]( (Getty Images) Your employer may offer new resources this year that can help with your financial strategy, on top of [providing potentially tax-advantaged retirement and other accounts](, writes financial expert Kate Winget. [] Successful Estate Planning [] [How Estate Planning Can Thwart the ‘Third-Generation Curse’]( [How Estate Planning Can Thwart the Third-Generation Curse ]( (Getty Images) During The Great Wealth Transfer, Baby Boomers are predicted to pass trillions of dollars on to their heirs. Financial adviser Nicole Jackson-Leslie explains that although this amount may seem staggering, [younger generations may not inherit much due to the “third-generation curse.”]( [What You Can Do Now To Help You Reach Your Retirement Goals]( Making your savings last and keeping your taxes low takes planning and attention. Our advisors can help you save time and earn more. [LEARN MORE]( ADVERTISEMENT [] In Case You Missed It [] [The 10 Best Places to Retire in the World]( [The 10 Best Places to Retire in the World]( (Getty Images) When it comes to the best places to retire, which country is at the top of the list — and where does the U.S. stand on the leaderboard? [We investigate](. [] Exchange-traded funds [] [Seven Top Healthcare ETFs To Buy Now]( [Seven Top Healthcare ETFs To Buy Now]( (Getty Images) The best healthcare exchange-traded funds patch investors into an area of the market that [offers both defensive properties and long-term growth](. [Vanguard vs. Fidelity vs. Schwab]( Who are you partnered with? See how these popular brokerage firms stack up when it comes to fees, resources, and specific services, so you can decide on the right fit for you. [LEARN MORE]( ADVERTISEMENT Featured Content Sponsored Content from Kiplinger Personal Finance Magazine [Build wealth. Cut taxes. Retire rich.]( Get a [FREE ISSUE]( of Kiplinger Personal Finance magazine, and save up to 74% to subscribe. Includes special issues such as Investing Outlook, Retirement Planning, Mutual Fund Roundup, and Guide to ETFs. Count on Kiplinger for trustworthy help to make more money, keep more of the money you make, and live a financially secure life. [CLICK HERE]( [] Personal Finance [] [Should I Get a Reverse Mortgage? Six Questions to Ask First]( The secret to your retirement income could live in your home’s equity. [Read More]( [] The Economy [] [A Spotlight on the Pacific States]( Most Pacific states are seeing good job growth in multiple sectors including tourism, hospitality, and construction. [Read More]( [Is your money working hard enough?]( It should be! Learn how Betterment's automated investing and savings technology can make your money hustle, while you don't. [LEARN MORE]( ADVERTISEMENT ABOUT KIPLINGER When we write about money, we get it right. So the decisions you make with your dollars are also right. Kiplinger is a trusted provider of unbiased financial advice, objective business and economic forecasts, and practical help to millions of business professionals, investors, and individuals seeking to make more profitable decisions with their money. Our [flagship publications]( include [Kiplinger Personal Finance]( magazine, [The Kiplinger Letter]( [The Kiplinger Tax Letter]( [Kiplinger Retirement Report]( and [Kiplinger Investing for Income.]( All are regarded as the leading publications in their respective fields. Every day, millions of readers rely on our [free e-newsletters]( for help on everything from getting the best rate on a mortgage or car loan, to managing their businesses in an uncertain world, avoiding an IRS audit, building wealth for a secure retirement, or investing wisely in any kind of market. Now it’s your turn to reap all the rewards Kiplinger has to offer. Visit [Kiplinger.com](, your gateway to all of the above and much more. Check in any time for our latest advice on how to make more money, and keep more of the money you make. Stay right on the money, with Kiplinger. [Sign Up]( | [Print Publications]( | [Unsubscribe]( [Privacy Policy]( | [Cookies Policy]( | [Terms and Conditions]( CONTACT US: [FEEDBACK](mailto:mailto:alerts@kiplinger.com) | [ADVERTISE]( [Future]( Future US LLC © Full 7th Floor, 130 West 42nd Street, New York, NY, 10036