In this special episode of the Retirement Made Easy podcast, I revisit some of the most commonly asked—and popular—questions from 2023. We'll tackle everything from capital gains tax to tax mapping for my clients. As tax-filing season comes to an end, these are some important things to keep in mind. Give it a listen!

You will want to hear this episode if you are interested in...

• [1:33] Question #1: How does a capital gains tax work?
• [3:39] Question #2: Did contribution limits increase?
• [5:20] Question #3: How does the gift tax exclusion work?
• [8:09] Question #4: How do you convert a beneficiary IRA?
• [11:52] Question #5: How does tax mapping work for my clients?

Resources & People Mentioned

• 3 Steps to Retirement Planning

Connect With Gregg Gonzalez

• Email at: [email protected]
• Podcast: https://RetirementMadeEasyPodcast.com
• Website: https://StLouisFinancialAdvisor.com
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