25 Quick Minutes on Important Facts and Things to know about Charitable Remainder Trusts including:

 25 Quick Minutes on Important Facts and Things to know about Fiduciaries and Your Trust including:

Presented by Sal M Capizzi, Executive Vice Presdent, Dunham Trust Company

Join Keystone Capital in learning about Veteran Benfits, including:

- What are the Veteran Benefits for Long Term Care?

- How Veterans can receive assistance for both in-home care and long-term care.

- How Veterans can prepare in advance to take full advantage of the VA benefits you have earned!

Presented by Sandy Messer, VA Accredited Claims Agent, Certified Medicaid Planner

25 Quick Minutes on Important Facts and Things to know about Medicare Enrollment including:

Presented by Michelle Jewell, The Insurance Lady Az

Join Keystone Capital in learning about Tax Risk and Retirement, including:

- Why taxes may be the biggest, least understood retirement risk most savers face

- Three ways your taxes could rise in the years to come

- How to protect your retirement approach from legislative risk

Presented by Becky Ruby Swansburg, Partner and Chief Marketing Officer, Stonewood Financial.

Join Keystone Capital in learning about an Indexed Universal Life Insurance Policy, including:

- Will it protect your savings in the case of a stock market crash?

- What is my contribution limit?

- Should I use an IUL for extended health care planning?

Presented by John Giblett, Regional Vice President, Midland National.

You know the saying, "The only things certain in this life are death and . . . .  taxes!" On this podcast, Kim Dyer helps us organize and plan for tax season. As she says,"It is never too early to start planning for next year's taxes!"

The laws are constantly changing and with bothe the SECURE Act going into effect in 2020 and the change of Administration in 2021, you need to keep on your toes to be up to speed when planning your legacy. In this podcast, Pamela Prine, shares some important considerations for legacy planning.

A back door Roth IRA is not an official type of retirement account. Instead, it is an informal name for a complicated IRS-sanctioned method for high-income taxpayers to fund a Roth. Listen in as Kim Dyer helps you understand the why and the how to create a back door Roth.

Did you know your Social Security benefit may be taxable? Most workers pay into the Social Security program throughout their career. Most people also pay taxes on part of their Social Security payments in retirement. Pam Prine shares some strategies to reduce your tax bill in retirement.