Mark and Tom talk legalese with Leslie Daff on the costs and funding of a revocable living trust, changes in tax laws, tax implications, and new delivery options of estate plans.
Mark and Tom further discuss Index Funds: The 12-Step Recovery Program for Active Investors, delving into the charts and graphs depicted in this new, updated, condensed version of Hebner’s original Index Funds book.
Sarah Simoneaux of Simoneaux and Stroud Consulting Services discusses with Mark Hebner and Tom Cock how to differentiate good retirement plans from better retirement plans.
9 min
About Index Fund Advisors - Podcast
From the publisher's feed
Index Fund Advisors (IFA) is an independent financial advisor that provides wealth management by utilizing risk-appropriate, returns-optimized, and tax-managed portfolios of index funds. IFA.tv…
provides webcasts explaining the investing strategies of IFA.com and Mark Hebner's book, Index Funds: The 12-Step Recovery Program for Active Investors, with Foreword by Nobel Laureate Harry Markowitz. See hard cover here: http://indexfundsbook.com and iBook here: http://iBookIndexFunds.com.