Smart Money Questions

Weekly investing and financial planning wisdom seeking to provide answers to your financial questions with your host, Matt Hausman.

What to Know About President Biden’s Tax Proposal

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Today’s episode is a little different. We’ve started doing recorded webinar workshops on certain topics, and we’re doing a replay on this podcast. Today’s episode is about President Joe Biden’s proposed tax increases.

 

Read more and get additional financial resources here: https://wp.me/p9B077-NH 

 

Watch our webinar replay on Biden's proposed tax increases: https://oldsecuritygroup.wistia.com/medias/wjbs6uts7k

 

What we discuss on this episode: 

5:59 – How to prepare

7:40 – Current tax code

11:30 – Taxing your assets

16:02 – What can we do?

19:05 – Roth conversions

22:01 – Real estate

23:56 – Tax increases

How to Handle an Unplanned Retirement

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We’ve had a couple clients recently who decided to retire earlier than planned. We’ll explain how we helped them, even with very little time to prepare, and how you could handle a similar situation. 

 

Read more and get additional financial resources here: http://smartmoneyquestions.com/podcastposts/episode-148-how-to-handle-an-unplanned-retirement/ 

 

What we discuss on this episode: 

6:12 – Health care

10:18 – Last paycheck

13:18 – Proactive tax planning

18:57 – Investing

20:25 – How you will be paid

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