May 26, 2021
F. Keats Boyd, III, President of Boyd & Boyd PC, Estate Planning & Taxes; AMR, Financial Mistakes to Avoid in 50s & 60s
Chris and Keats talk about three tax proposals and how they may affect estate planning: President Biden’s Income Tax, Capital Gains, Social Security Sander’s For the 99.5% Tax Act Van Hollen’s Sensible Taxation and Equity Promotion (Step) Act...
Chris and Keats talk about three tax proposals and how they may affect estate planning:
- President Biden’s Income Tax, Capital Gains, Social Security
- Sander’s For the 99.5% Tax Act
- Van Hollen’s Sensible Taxation and Equity Promotion (Step) Act of 2021
Chris and Cathi discuss financial mistakes to avoid in your 50s and 60s, including:
- Spending Retirement Money Before Retirement
- Retiring Too Soon
- Relying Entirely on Social Security or Pension
- Not Having an Estate Plan
- Being Too Conservative with Investments
- Doing Nothing
