In this episode of Talking Money, Mike answers questions related to tax planning and more:

Can you itemize deductions? What are the different thresholds for being able to itemize?

What is “bunching deductions” and how does that work?

What about using a donor advised fund for charitable giving?

Why doesn’t it work to put municipal bond funds inside of an IRA?

How could  the increase in gift tax exclusion change what I choose to give to my children?

What are some ways to set up beneficiaries when you have been married more than once?

How can you get money from your spouse’s account if they become incapacitated?

What are some other beneficiary considerations people need to keep in mind?