Financial and retirement planning guidance with Brian Doe of Livingworth Wealth Advisors, based in the Greensboro, Georgia. Serving the lake country and beyond.
Is it better to pay taxes today or put it off for the future? Are tax "holidays' a good idea? Do you know what IRMMA is and how it impacts your finances? Do you understand Obamacare surcharges or the "stretch" IRA? This episode has answers to all of those questions and important discussion about the common tax traps that singles & heirs fall into. Make sure you don't get snared unexpectedly by checking out today's conversation!
Read MoreThis episode's topic isn't a fun one, but we'll do our best to make it educational and try to lighten the mood along the way. We'll discuss some of the common misconceptions people have about how to structure an end of life plan. We'll discuss beneficiaries, help you understand probate, talk about consolidation & survivorship titling. If you think a simple will is enough to handle a lot of these decisions, you should listen to this episode because we'll show you things a will doesn't address and go over the proper ways to make sure your family is taken care of during this tough financial and emotional situation.
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