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...

Show Notes

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

F. Keats Boyd, III, President of Boyd & Boyd PC, Estate Planning & Taxes; AMR, Financial Mistakes to Avoid in 50s & 60s

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