• The Impact of the Upcoming Election on Estate Planning

  • Jul 30 2020
  • Length: 37 mins
  • Podcast

The Impact of the Upcoming Election on Estate Planning By cover art

The Impact of the Upcoming Election on Estate Planning

Listen for free

View show details

  • Summary

  • There are significant differences in the approaches that will be taken in the future depending on election results. Rick examines the three most likely scenarios and how clients and advisors can prepare for them.

     

    Show Notes

    • Being ready in advance - 2:02
    • Not knowing the results of the election - 2:12
    • Not knowing how the tax rate will be - 4:28
    • Considering a roth IRA - 7:37
    • Reducing your taxes - 9:47
    • Having an immediate rate of return - 10:59
    • Doing the planning today - 13:31
    • The solutions of the Secure Act - 14:28
    • Access to cash value - 24:35
    • Tools for clients - 31:30

     

    Review, Subscribe and Share

    If you like what you hear please leave a review by clicking here

     

    Make sure you’re subscribed to the podcast so you get the latest episodes.

    • Subscribe with Apple Podcasts
    • Follow on Spotify
    • Subscribe with Stitcher
    • Subscribe with RSS
    Show more Show less
activate_primeday_promo_in_buybox_DT
Show more Show less

What listeners say about The Impact of the Upcoming Election on Estate Planning

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com reviews

Amazon reviews
No Reviews are Available