Episode 297 – Whether you’re hoping to achieve financial independence and retire early as part of the FIRE movement or later, Millennials and members of Gen Z and Gen X need to prepare for retirement now.
Episode 293 – As we get closer and closer to the sunset of the estate tax provisions in the Tax Cuts and Jobs Act of 2017, wealthy married couples have options to remain flexible with their planning using survivorship life insurance.
Episode 291 – States with high income and estate taxes may cause the wealthy to move to another state with one or the other, but not both taxes.
Episode 290 – Charles and Kathleen Moore lose their appeal in the U.S. Supreme Court to fight a tax. What does that mean for the wealthy?
Episode 287 – Business owners who have entity purchase or stock redemption buy-sell agreements need to consult with their insurance agents and attorneys immediately, to determine whether their situation is impacted by a recent U.S. Supreme Court decision known as Connelly.
Episode 282 – The IRS, again, provides relief to individuals who inherited traditional IRAs and waives 2024 required minimum distributions for IRAs inherited in 2020 or later.