#96 Year End Financial/Tax Planning

Money Matters With Dino

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9+ y ago 55:49

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This weeks show features Jeff Motske and Cary Boring from Trilogy Financial Services and is a fantastic breakdown of financial and tax strategies for the end of 2014!

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Questions discussed in show:

How often should you review your portfolio?
How much gifting can you do to family without anyone having to pay taxes?
Why do we hear so much about investors converting to a Roth IRA before the end of the year? What’s the advantage?
What type of restrictions are on 401k contributions?
When it comes to investments like mutual funds, what types of things do you have to be aware of towards the end of the year?
How are the new requirements in healthcare affecting financial planning as the new year approaches?
How do you evaluate when someone should take social security?
What should someone’s investment portfolio look like at the time of retirement? What type of assets and how much wealth do they really need?

154 episoade

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