Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by J. Christopher Boyd. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by J. Christopher Boyd or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Mail Bag: Avoiding beneficiary IRA taxes, OBBB, tax deductions, and 529 planning

31:13
 
Share
 

Manage episode 497824824 series 7742
Content provided by J. Christopher Boyd. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by J. Christopher Boyd or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Mail Bag: Avoiding beneficiary IRA taxes, OBBB, tax deductions, and 529 planning

Jeff Perry and Russ Ball tackle questions from listeners and clients.

To start this episode, Jeff and Russ discuss options for beneficiaries of IRAs who wish to avoid income taxes.

Next up is a series of questions resulting from the passage of President Trump’s “One Big Beautiful Bill’ to include how the new senior tax deduction works and the details on the changes to taxes on tips and overtime.

The episode ends with a question from a parent who is worried about market risk in their son’s 529 account.

#financialplanning #investing #stockmarket #OBBA #BBA #incometaxes #IRAs #529s #beneficiary #seniortaxdeduction #taxesonovertime #taxesontips

Click the link below to register for our upcoming webinar, “Don’t leave a digital mess.” https://register.gotowebinar.com/register/6040334700710880088

For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr

  continue reading

1002 episodes

Artwork
iconShare
 
Manage episode 497824824 series 7742
Content provided by J. Christopher Boyd. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by J. Christopher Boyd or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Mail Bag: Avoiding beneficiary IRA taxes, OBBB, tax deductions, and 529 planning

Jeff Perry and Russ Ball tackle questions from listeners and clients.

To start this episode, Jeff and Russ discuss options for beneficiaries of IRAs who wish to avoid income taxes.

Next up is a series of questions resulting from the passage of President Trump’s “One Big Beautiful Bill’ to include how the new senior tax deduction works and the details on the changes to taxes on tips and overtime.

The episode ends with a question from a parent who is worried about market risk in their son’s 529 account.

#financialplanning #investing #stockmarket #OBBA #BBA #incometaxes #IRAs #529s #beneficiary #seniortaxdeduction #taxesonovertime #taxesontips

Click the link below to register for our upcoming webinar, “Don’t leave a digital mess.” https://register.gotowebinar.com/register/6040334700710880088

For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr

  continue reading

1002 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play