One of you is going to die first, Ep.51

10/15/23 • 21 min

In this episode Ben and Steven give a preview of the upcoming live webinar on October 25th centered around planning for the inevitable passing of the first spouse. It may not be a fun topic to think about but there are a lot of important planning considerations when it comes to your life and legacy. From how your tax situation will immediately change to proactively disclaiming assets our hosts share valuable insight and an invitation to join a live session to learn even more.

https://bit.ly/3ZwfYW3

https://bit.ly/3ZwfYW3

Previous Episode

How to "guarantee" an IRS audit, ep. 50

In this episode Ben and Steven compare their approaches to the speed limit (they recently took a road trip with their families) and how that is different from how they look at filing their taxes. They are serious when they say "pay every dollar you owe", tax planning is not trying to see what you can get away with. Our hosts go through an entire list of potential ways to increase your risk of audit and share similar wisdom for most of these areas: do the right thing and keep great records.

https://bit.ly/452LfB0

Next Episode

Back to the basics on Roth, Ep.52

Thanks in part to an article that kept being sent to Steven, he and Ben share their thoughts on what the true value of Roth accounts can be and how to sift through the "noise" on the internet (that Steven refers to as garbage at one point in the episode). Tax planning is situation specific so Ben and Steven talk about the clients they typically work with and how it is going to make the most sense to look into Roth options. Stay to the end for their thoughts on what Congress might do in the future with Roth rules. https://bit.ly/475qfuO