Episode 348 - Estate Planning To Avoid Tax Consequences New Retirement Radio With Dennis Prout podcast

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Business Trading Dennis Prout Shea Petaja Social Security

Innehåll tillhandahållet av Dennis Prout and Shea Petaja. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Dennis Prout and Shea Petaja eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

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Episode 348 - Estate Planning to Avoid Tax Consequences

5M ago 42:30

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Innehåll tillhandahållet av Dennis Prout and Shea Petaja. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Dennis Prout and Shea Petaja eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

A recent headline on a story of James Caan’s estate read, “Estate of James Caan Whacked in Tax Case.” As you might guess, there is a lot to learn from others’ misfortunes. In this case, some unfortunate planning and advice put James Caan and his estate on the wrong side of the IRS. In the end, his estate owed almost $1 million in taxes and penalties. On this week’s show, we’ll discuss estate planning and the best ways to avoid tax consequences. Next, Heidi will discuss the economy and opportunities you might take advantage of given the anticipated eventual decline of interest rates. You might be surprised what these might mean and the thought leaders weighing in on this. We can’t always predict the future, but we can see indicators that can be very helpful in ascertaining where things might go. Last, Deann will provide us with plenty of stats to bolster and bring additional background to our discussion.

Tune in and take control!

… continue reading

107 episoder

#Business #Trading #Dennis Prout #Shea Petaja #Social Security

Artwork

Episode 348 - Estate Planning to Avoid Tax Consequences

New Retirement Radio with Dennis Prout Podcast

19 subscribers

published 5M ago

Dela

MP3•Episod hem

Innehåll tillhandahållet av Dennis Prout and Shea Petaja. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Dennis Prout and Shea Petaja eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

A recent headline on a story of James Caan’s estate read, “Estate of James Caan Whacked in Tax Case.” As you might guess, there is a lot to learn from others’ misfortunes. In this case, some unfortunate planning and advice put James Caan and his estate on the wrong side of the IRS. In the end, his estate owed almost $1 million in taxes and penalties. On this week’s show, we’ll discuss estate planning and the best ways to avoid tax consequences. Next, Heidi will discuss the economy and opportunities you might take advantage of given the anticipated eventual decline of interest rates. You might be surprised what these might mean and the thought leaders weighing in on this. We can’t always predict the future, but we can see indicators that can be very helpful in ascertaining where things might go. Last, Deann will provide us with plenty of stats to bolster and bring additional background to our discussion.

Tune in and take control!

… continue reading

107 episoder

#Business #Trading #Dennis Prout #Shea Petaja #Social Security

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