Tue, 23 August 2016
I discuss the American Opportunity Tax Credit, avoiding taxes on social security and the death of traditional retirement planning
I express my frustration over parents who sacrifice their retirement plan due to college costs and the lack of wage inflation among the middle class. I then talk about the American Opportunity Tax Credit which can shave $10,000 off the cost of a college education, explaining where to find more information and who is eligible. Other topics include:
Don’t forget to register for our Retirement & Wealth Preservation seminar on September 10 at Four Points by Sheraton in San Rafael where Rob Black, Michelle Lerman and I will cover strategies to help with complicated retirement wealth and estate plans. Registration is only $5 so click HERE to sign up!
Email your money question to firstname.lastname@example.org , 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.