Mon, 28 September 2015
Today it’s a mash up of the best of Rob Black and I discussing tax issues when inheriting money, building a financial base and more.
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. Rob Black and I talk about building a financial base and why you want a fee based financial planner.
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.
Encore Mash Up Edition!