))
April 27, 2024 – Income Tax Planning and (Hopefully) Tax Reduction Strategies – 12 Strategies – Elaine Zelker – Leukemia Lymphoma Society Visionary Needs Our Help – Click the Banner on our More than Money website home page!
Manage episode 415379777 series 1094528
Treść dostarczona przez Gene Dickison. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Gene Dickison lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
Gene and Alyssa answer buckets o' questions:
- Is it ok with the IRS if business owners just pick their salaries?
- What is the penalty if you need to cash in an I-Bond early?
- How do mutual fund or exchange traded funds impact the returns an investor might see?
- If most of your assets are in IRAs should you also set up a trust for your kids?
- Lots more . . .
Free Second Opinion Meetings
- Meet with a More than Money advisor to review your entire financial picture or simply project your retirement
- Meet with our Social Security partner to plan the best S/S strategy for you
- Meet with our estate planning attorney partner to review your estate plans – if you have any
- Meet with our insurance partner to review your life or long term care coverages
- Discover how to have your 401(k) professionally managed without leaving your company plan
Schedule a free second opinion meeting with a More than Money advisor?
Call today (610-746-7007) or email (Gene@AskMtM.com) to schedule your time with us.
74 odcinków
Udostępnij
