Today I go over tax issues when inheriting money including IRA’s.  What is the fastest way to $1 million. 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 upcoming seminar, click here.

Email your money question to chad@newfocusfinancial.com , 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.

Commercial-Free

Is 2015 the year for international stocks? How the dollar's ascent is good for investing in troubled markets overseas. Then Chad discusses an article found on TheSimpleDollar.com that helps you avoid 13 kinds of "bad luck" in retirement investing. Tips like:

• How spending money on the right insurance can help you save money in the long run.
• Setting up different revenue streams so you don't have to draw from your retirement accounts.
• Determining your risk allotment
• and much more!

To sign up for our upcoming seminar "Money 101" in San Jose on April the 25th, click HERE.

Email your money question to chad@newfocusfinancial.com , 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.

Commercial-Free