What should you ask your CPA? Today I respond to your questions about the new tax plan.

24 years ago an estate worth over $650,000 was considered to be a wealthy person’s estate and a success tax was added to the estate tax. That number has since changed to $5.5 million per person and leaves many wondering how their estate will be affected by the tax proposal. Today I discuss questions you should ask your CPA regarding the new tax plan. Other topics include:

• Money lessons for your children once the Christmas money rolls in
• My son’s hard learned individual stock lesson
• Cryptocurrency
• What to put into your IRA
• What to spend your IRA on

 

 

Join Chad Burton, CFP^®, and Rob Black for a discussion on the issues that can affect your retirement plan. Click HERE to register for our 10 Pillars of Retirement Income Planning webinar tomorrow, December 13th. Registration is free!

 

Email your money question to [e-mail] , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)

 

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.