Are you up to speed on all of the unique tax law changes that apply in 2020? Tax planning should be a focus of your comprehensive financial plan, and this year there are more tax planning ideas than in most years thanks to the CARES Act and other stimulus plans. We’re talking through different tax strategies, breaking them down, and helping you pay fewer taxes coming up on this episode.
Season 6 Episode 9
5 Ways to Catch Up on Retirement Savings
Medicare Rates and Open Enrollment for 2023
Retire Confidently in Uncertain Times
Should You Get Life Insurance For Your Kids?
Financial Planning Opportunities in Down Markets
What Is IRMAA and How to Avoid It
Where to Draw Money From When Retiring Before Age 59.5
UnRetiring - Financial Impact of Returning to Work After Retiring
Crucial Financial Decisions Part 2
Top 5 Crucial Financial Decisions
Student Loan Cancellation - The Details and How to Make the Most of It
The Step Before Budgeting Most People Miss
10 Social Security Facts You Need to Know
Should You Invest in I Bonds?
The Most Common Surprises When Signing Up For Medicare
How to Avoid Nasty Tax Surprises
Should You Make Changes To Your Investments Now?
Financial Clarity to Achieve Your Most Important Goals
Financial Planning in Your 20s
Financial Planning in Your 30s
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