What to Know About President Biden’s Tax Proposal

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

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