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Today I discuss maximizing your income taxes through proper tax bracket management
On today’s
show I explain maximizing your income taxes through proper tax
bracket management. This starts with making sure your IRA
withdrawal and Roth conversion plans match your estate planning
goals. You may want to take advantage of a Stretch Roth IRA or
Stretch IRA in your estate plan. I then move on to other estate
planning mistakes such as non-qualified annuities, creating a
separate trust for younger or spendthrift children, not using IRA's
to donate to charities and estate planning tips if you have saved
$5.5 million or more.
Towards
the end of the show I discuss what needs to be done after someone
dies, from getting the estate tax ID number and death certificates
to contacting social security and other professionals.
Don't
forget about our upcoming seminar at Four Points by Sheraton
San Jose Airport on May 19th where Rob Black and I will explain how
to build a retirement portfolio that lasts. Registration is only
$5 so click HERE to sign up!
Email your money question to [email protected]
, or call the show at 1-800-516-1220 from
2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and
Financial Planning services or visit www.NewFocusFinancial.com.
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View all episodes
By Chad Burton
4.3
6767 ratings
On today’s
show I explain maximizing your income taxes through proper tax
bracket management. This starts with making sure your IRA
withdrawal and Roth conversion plans match your estate planning
goals. You may want to take advantage of a Stretch Roth IRA or
Stretch IRA in your estate plan. I then move on to other estate
planning mistakes such as non-qualified annuities, creating a
separate trust for younger or spendthrift children, not using IRA's
to donate to charities and estate planning tips if you have saved
$5.5 million or more.
Towards
the end of the show I discuss what needs to be done after someone
dies, from getting the estate tax ID number and death certificates
to contacting social security and other professionals.
Don't
forget about our upcoming seminar at Four Points by Sheraton
San Jose Airport on May 19th where Rob Black and I will explain how
to build a retirement portfolio that lasts. Registration is only
$5 so click HERE to sign up!
Email your money question to [email protected]
, or call the show at 1-800-516-1220 from
2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and
Financial Planning services or visit www.NewFocusFinancial.com.
<span
id="CmCaReT"></span>
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