J.R. Whelan

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21,375 appearances 574 recordings 1 series first heard Oct 2017 last heard Aug 2024

J.R. Whelan’s voice in public audio — every appearance, attributed to the second.

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Who would be the most impacted by that? matched

And what can they do now to get ahead of those changes? matched

Now, you mentioned people with large amounts of savings. matched

What about the rest of us? matched

What can people with retirement savings do to sort of get ahead of the game here and put themselves in a good position? matched

Refresh us for a moment. matched

What does a Roth IRA allow savers to do? matched

If people do convert some of their retirement savings to a Roth IRA, how should they work that into their retirement timeline? matched

As you mentioned a moment ago, people often try to lessen their tax burden by making donations to charity. matched

How do financial experts say they should approach charitable giving given this expiration of the tax cuts that's on the horizon? matched

And the idea of giving away money and assets as gifts. matched

How do the numbers potentially change if these tax cuts expire? matched

People in higher income brackets often have to watch out for estate taxes. matched

How could those change and what moves can people make now? matched

Now, as we mentioned, these tax cuts are scheduled to expire in 2025. matched

Are they likely to be extended or allowed to expire? matched

That's Wall Street Journal contributor Bailey McCann. matched

And that's it for your Money Briefing. matched

We'll be back tomorrow morning with a look at why some people are reluctant to downsize with WSJ's Veronica Dagger. matched

This episode was produced by Zoe Kulkin with supervising producer Melanie Roy. matched

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