Tue, 24 February 2015
Today I go over tax issues when inheriting money including IRA’s. I discuss gift tax rules and the advantages of using 529 plans for estate planning and college planning. I also take a look at renting a home vs. buying. I go over an email question regarding using life insurance as an investment and explain the American Opportunity Tax Credit for college.
To sign up for our webinar this Thursday, click here.
Email your money question to firstname.lastname@example.org , or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
Direct download: Newfo-0224-1500_possible_evergreen_w_editing32k.mp3
Category:financial planning -- posted at: 7:37pm PST