Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 2min
How to Use Bequest Allocation to Save Taxes
02:30 • 3min
The Benefits of a Longer Life Expectancy
05:08 • 2min
How to Avoid Tax Bills by Dying
06:56 • 5min
The Importance of Relationship Considerations in Tax Planning
11:29 • 2min
How to Update Your Tax Deferred Accounts
13:24 • 2min
The Importance of Different Taxes
15:05 • 3min
The Importance of Prioritizing the Younger Beneficiaries
18:25 • 3min
How to Spend Tax-Efficiently
21:37 • 3min
How to Make Use of the Estate Tax Exemption
24:34 • 2min
How to Calculate Social Security Benefits
26:25 • 3min
The Benefits of Waiting Until 70
29:03 • 5min