Mon, 23 November 2015
Today I discuss Pfizer merging with Allergan, donating with appreciated assets and donor-advised funds and "Plan B" retirement options.
Today I discuss several market stories including S&P’s best week after an overall flat year and the imminent rate hike from Feds. Pfizer merges with Allergan, moving their headquarters to Ireland as a tax-saving strategy. I explain how to give back using appreciated assets and donor-advised funds. James from Piedmont calls in with some comments on the shareholders involved in the Pfizer and Allergan deal. Maximizing social security benefits by phasing into retirement. Reasons to invest in a living trust. I also go over some “Plan B” retirement options and give some advice to Cindy who is considering a 15 year mortgage at age 50.
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