Crucial Year-End Tax and Estate Planning Strategies with Plancorp’s Susan Jones (EP.120)

The Long Term Investor

Peter Lazaroff द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Peter Lazaroff या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।

12M ago 31:05

MP3•एपिसोड होम

The time for year-end tax and estate planning is now, and this year it’s particularly important to get started as certain provisions from the Tax Cuts and Jobs Act will end soon. Plancorp’s Susan Jones, JD, CFP joins the show to explain these important planning opportunities that deserve your attention before the end of the year.

Listen now and learn:

The role tax projections play in long-term financial planning
Multi-year planning opportunities for retirees, people with stock options, and business owners
Potential impact of changing tax laws on the horizon

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

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