007 - Do You Need an Estate Plan?
08/06/19 • 21 min
Description
What is estate planning and why should you care?
When do you want to get estate planning documents?
What documents should you think about getting?
Where can you get estate planning documents?
LETS’ CONNECT!
James
Scott
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Description
What is estate planning and why should you care?
When do you want to get estate planning documents?
What documents should you think about getting?
Where can you get estate planning documents?
LETS’ CONNECT!
James
Scott
ENJOY THE SHOW?
Don’t miss an episode, subscribe via iTunes, Sticher, Spotify, or Google Play.
Leave us a review on iTunes.
Have a money question you want us to answer? Submit one here
Previous Episode
006 - To Roth or Not to Roth?
Description
Invest in a Roth or traditional IRA
What if your tax rates are the same, now and in the future
What are Required Minimum Distributions and who needs to take them
When would a traditional IRA be favored to a Roth
When is a Roth IRA favored
Do your homework before you make your contributions
Think about Roth conversions in gap years / low income years
LETS’ CONNECT!
James
Scott
ENJOY THE SHOW?
Don’t miss an episode, subscribe via iTunes, Sticher, Spotify, or Google Play.
Leave us a review on iTunes.
Have a money question you want us to answer? Submit one here
Next Episode
008 - How can I save for college?
Description
Scott and James discuss the types of accounts you can use to save for college as well as the pros and cons of each:
529s - See if your state offers tax incentives here
Education Savings Accounts
Taxable accounts
UGMA / UTMAs
Roth IRAs
LETS’ CONNECT!
James
Scott
ENJOY THE SHOW?
Don’t miss an episode, subscribe via iTunes, Sticher, Spotify, or Google Play.
Leave us a review on iTunes.
Have a money question you want us to answer? Submit one here
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