Retirement Mistakes That Could Ruin You
TRANSCRIPT:
You want to make sure that you’ve got the proper legal documents in place to make that transition of your assets to those individuals as easy and seamless as possible. Welcome to the Financial Foundations podcast, your gateway to …
Avoid Tax Season Surprises: What You Need to Know
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If there was a death and you inherited money and that person was of RMDH, you need to see if they took their RMD last year in the year they passed away. Welcome to the Financial Foundations podcast, your …
Understanding Donor Advised Funds for Charitable Giving
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So when we run the math on that, well now, not only have we driven the income down, we’ve driven it down to where we’ve dropped to the 24% bracket. So now your taxes that you’re gonna be owed
Crush Market Volatility During Election Years With These Expert Tips
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Welcome back to Financial Foundations, brought to you by Base Wealth Management, where we are the foundation to your financial plan. I’m your host, Dustin Taylor. I’m your co-host, Alex Wolfe, Certified Financial Planner. And today we have back
When Can You Retire? Essential Tips and Insights for Retirement Planning
TRANSCRIPT:
Welcome back to Financial Foundations, brought to you by Base Wealth Management, where we are the foundation to your financial plan. I’m your host, Dustin Taylor. I’m your co-host, Alex Wolfe, Certified Financial Planner. And I’m Kyle Howell, Financial …
Spousal Benefits: Don’t Leave Social Security Money Behind
TRANSCRIPT:
Welcome back to Financial Foundations, brought to you by Base Wealth Management, where we are the foundation to your financial plan. I’m your host, Dustin Taylor.
I’m your co-host, Alex Wolfe, Certified Financial Planner. And we are here again …
Estate Planning Misconceptions: Trust Myths, Legal Pitfalls, and Asset Protection
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So, sometimes people that are in high-risk jobs, maybe a police officer or a doctor, will say, “Well, I want to create a trust so that if I got sued, nobody can come get my things. I want to …
Generational Wealth: Tax-Smart Strategies For Your Family’s Future
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So, there’s things to think about and what type of assets they have and how much they want to gift. If they gift a significant portion, they may not owe any taxes, but they may have to file a …
Why Should I Use a Health Savings Account?
TRANSCRIPT:
And when I start walking a client, they’re like, here’s how you take advantage of it. Here’s how we invest. Here’s how it can grow for you. Most of the time, they’re like, are you sure this is legal? …
