Episode 80 - Using Trusts to Protect your Family with Matt Schwartz - TOPICS COVERED: Introduction of Guest - Matthew Schwartz; What Are Trusts?; Trusts for Spendthrifts; Designating A Trustee; What Are Dynasty Trusts?; When the Bulk of Your Money is in IRAs; The Magic Language You Need To Defer Taxes

Episode 80 - Using Trusts to Protect your Family with Matt Schwartz

The Best Free Audio Library in the United States for IRA and retirement plan owners.  After listening to some of these shows, you will get a lot of ideas that will cut your taxes and save you money.  All of these guests have written important financial books. Enjoy CPA/Attorney James Lange interview the top financial, IRA, estate planning and investing experts in the country.   Jim reads the books and develops intelligent questions and those questions make up the basis for the shows.  Guests include John Bogle (founder of Vanguard) EdSlott, Jane Bryant Quinn, Roger Ibbotson, Natalie Choate and many more.Like what you've heard from Jim so far? Call our offices at (412) 521-2732 if you're in the Pittsburgh area or call toll-free at (800) 387-1129 and schedule an appointment to meet with Jim! Go to https://paytaxeslater.com to get all of Jim's incredible content and his books and learn how you can Retire Secure!

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The Best Free Audio Library in the United States for IRA and retirement plan owners. After listening to some of these shows, you will get a lot of ideas that will cut your taxes and save you money. All of these guests have written important financial books. Enjoy CPA/Attorney James Lange interview the top financial, IRA, estate planning and investing experts in the country. Jim reads the books and develops intelligent questions and those questions make up the basis for the shows. Guests include John Bogle (founder of Vanguard) EdSlott, Jane Bryant Quinn, Roger Ibbotson, Natalie Choate and many more.Like what you've heard from Jim so far? Call our offices at (412) 521-2732 if you're in the Pittsburgh area or call toll-free at (800) 387-1129 and schedule an appointment to meet with Jim! Go to https://paytaxeslater.com to get all of Jim's incredible content and his books and learn how you can Retire Secure!

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Episode 80 - Using Trusts to Protect your Family with Matt Schwartz

Episode 80 - Using Trusts to Protect your Family with Matt Schwartz

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