Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 2min
Are You Ready for Your January 1 Financial Rebut?
02:07 • 2min
401K Deferrals Are Going Up $22,000 - That's a Catch Up
04:21 • 2min
Is the Government Treating Roth IRAs Differently?
06:44 • 2min
What's Going to Happen in 2018?
08:49 • 2min
What Are Some of the Planning Opportunities That Are Coming?
10:38 • 2min
The Gift Tax Limit on What You Can Give Away Without Filing a 709 Gift Tax Return
12:53 • 2min
Capital Gains and Soul Security Tax Phase Outs
14:33 • 2min
The Money Guy Tax Guide
16:09 • 2min
How to Save in the Third Bucket?
18:15 • 2min
The Third Bucket Is Your Flexibility
20:35 • 3min
Are You Going to Cash It Out?
23:16 • 4min
Is It Possible to Transfer Assets in Kind?
27:40 • 3min