John Mateyko

 


John Mateyko, Managing Partner of IDEX Financial, encourages individuals and families to begin reviewing their estate plans now in anticipation of upcoming tax law changes. With exemptions expected to decrease and tax rates potentially rising, careful preparation can make a significant difference in protecting wealth and ensuring a smooth transfer of assets.

Planning Opportunities Ahead

While upcoming changes may create new challenges, they also highlight opportunities to take action today. By reviewing your current strategy, you can decide whether adjustments are needed to reduce exposure to estate taxes and provide greater security for your loved ones.

Strategies That Can Help

Spousal Lifetime Access Trust (SLAT):
A way to transfer assets between spouses while excluding future growth from estate taxes. Provides flexibility for the beneficiary spouse but requires planning to ensure the donor spouse retains sufficient assets.

Credit Shelter Trust (CST):
Helps protect assets from estate taxes at the second spouse’s passing. Though effective, heirs may face higher capital gains taxes on assets within the trust.

Permanent Life Insurance:
Provides lifetime protection, builds value, and offers liquidity to cover estate costs. Proceeds are generally exempt from estate taxes, making it a valuable tool for estates that may exceed future exemption limits.

Why It Matters

Estate planning is not static. Regular reviews help ensure your strategy adapts to current laws, your goals, and your family’s evolving needs. Acting early can help maximize today’s opportunities while preparing for tomorrow’s changes.

This content is for informational purposes only and should not be considered tax advice. Please consult a qualified tax advisor for guidance specific to your situation.

About John Mateyko

With over twenty years of experience, John Mateyko has dedicated his career to helping clients build sustainable retirement income strategies and manage wealth with confidence. Based in Serenbe, Georgia, he leads IDEX Financial, a boutique advisory firm offering personalized solutions tailored to each client’s financial goals.

John is a Fiduciary Financial Planner and holds multiple advanced designations in wealth management, retirement planning, and portfolio management. His ongoing commitment to education and professional growth ensures that clients benefit from up-to-date strategies and best practices.

About IDEX Financial

Founded as a boutique firm, IDEX Financial is built on the belief that every client deserves a strategy designed specifically for them. John’s approach centers on clarity, education, and empowerment, giving clients confidence in their financial decisions.

Beyond Finance

Outside his work, John values family, community, and the lifestyle offered by Serenbe. His personal and professional life reflects a commitment to balance, connection, and meaningful impact.

Through his expertise and personalized approach, John Mateyko continues to guide clients toward financial security while strengthening the community he proudly calls home.


Location: Georgia, USA

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