Will Estate Tax Law Changes Affect Your Family Financial Plan? - 292

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Recorded22 Sep 2020

Publisheryourmoneyyourwealth.libsyn.com ↗

Handlerec:5607273

Show notes

How might Joe Biden's or Donald Trump's changes to the lifetime estate tax exemption impact your estate plan? Plus, is there any reason to have pre-tax retirement accounts? How long does money have to be in a traditional IRA before a backdoor Roth conversion? Can annuities be converted to Roth? And more on dividends, long term capital gains, Vanguard's Total Stock Market Index Fund, survivor Social Security benefits, and more. Access transcript and financial resources, send in money questions: https://bit.ly/YMYW-292

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