The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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Ask Todd: Navigating Estate Tax Thresholds
MP3•Episode home
Manage episode 515141630 series 2886221
Content provided by The Financial Exchange Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Financial Exchange Network 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.
This week, Todd Lutsky explains federal and state level estate taxes and how to navigate around them to lower your tax bill. Todd also takes a call from a listener about moving retirement funds to a Roth IRA.
…
continue reading
2633 episodes
MP3•Episode home
Manage episode 515141630 series 2886221
Content provided by The Financial Exchange Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Financial Exchange Network 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.
This week, Todd Lutsky explains federal and state level estate taxes and how to navigate around them to lower your tax bill. Todd also takes a call from a listener about moving retirement funds to a Roth IRA.
…
continue reading
2633 episodes
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