Beyond the Money

Tax Code Changes That Will Affect Your Beneficiaries


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Hang on because in this episode we get a rare appearance from Sassy Jackie! The IRS has implemented changes to the tax code that will directly affect how your beneficiaries receive an inheritance and Jackie Campbell is not happy about it. On the other hand, Monica Haberlin is excited because her favorite player Tom Brady is back in the NFL, which leads to a discussion about how to properly return to work after you retire. 

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Beyond the MoneyBy Jackie Campbell

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