))
Tax Investing Around Election Cycles
Manage episode 416827759 series 3480568
Content provided by Dale Josey. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dale Josey 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://ro.player.fm/legal.
Running out of money during retirement is the concern that consistently ranks as the No. 1 fear of retirees. John Watson, from dpl Financial Partners, shares his holistic approach to financial planning using a time proven combination of managed assets, annuities, income and protection strategies. Other topics include effects of the 2017 Tax Cut & Jobs Act scheduled, pending Congressional action, to sunset soon in addtion to standard deductions that are also in jeopardy.
23 episoade
Distribuie
