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Consider This Program - Main

Oct 29, 2021

The secure act is changing, especially if you are a widow. Joe's friend, and the writer of "Inheriting Your Spouse's IRA: The Widow's Guide to Keeping More of Her Assets", Bill Harris, RMA and CFA will be joining us today. We talk about the size of IRA'S and 401(k) 's and things to consider when being a widow.

 

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Oct 28, 2021

Selling the "Baby" can be one of the hardest and yet most rewarding endeavors. Find out what you need to be considering, like capital gains taxation, emotional burdens, retirement plan consolidations, etc.

 

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Oct 27, 2021

Having a qualified team to help navigate the tax maze could be the difference between profit and losses. Understanding QBI and other tax benefits are necessary for you and your business.

 

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Oct 26, 2021

Choosing the right retirement vehicle takes more consideration than one might think. Understanding which plans to put in place for your employees can make all the difference for you and your team.

 

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Oct 22, 2021

Who have you named to be in charge of your trust and will? Do they know their responsibilities? Do they have your battle plan to transfer your legacy ready to go?

 

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