Artwork

Conteúdo fornecido por Devin Carroll and John Ross. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Devin Carroll and John Ross ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
Player FM - Aplicativo de podcast
Fique off-line com o app Player FM !

Listener Q&A: Navigating Taxes, Trusts, and More

42:55
 
Compartilhar
 

Manage episode 431228132 series 3377217
Conteúdo fornecido por Devin Carroll and John Ross. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Devin Carroll and John Ross ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

In this episode of Big Picture Retirement, we’re back answering more of our listener-submitted questions. Join us as we cover:

  • Anna's Query: When will NESARA begin?

  • Ron's Question: Clarification on calculating taxes on Social Security benefits using our Cheat Sheet, specifically addressing whether AGI already includes SS benefits or if an additional 50% is added.

  • Anne's Concerns: Discussing the threshold for needing trusts for individuals with borderline amounts ($750,000 - $1.5 million) and insurance options for travelers, including auto insurance for rentals in the USA, abroad, and RVs vs. asset protection.

  • Lamont's Inquiry: Confirming the standard deduction amount for a couple both over 65.

  • Don's Situation: Understanding how income received from work as a Trustee or Executor for an estate affects Social Security earnings limits and the implications based on trust wording.

  • Danny's Topic: Evaluating company private E.S.O.P. plans and their benefits.

  • Lori's Request: Exploring the tradeoffs of naming children as beneficiaries versus creating a trust and naming the trust as beneficiary, especially in light of recent changes to inherited retirement accounts and the 10-year distribution window. Additionally, discussing how a trust can offer protection from changes in law.

If you’re thinking, "I love the Big Picture Retirement podcast!” please consider rating and reviewing this show! This helps us support more people -- just like you -- move toward a confident retirement. Just scroll down to the “ratings and reviews” section, tap to rate with five stars, and select “Write a Review.” Then be sure to let us know what you loved most about the episode!

Also, if you haven’t done so already, follow the podcast. We add new content every week, and if you’re not following, you’ll likely miss out. Follow now!

Don’t miss the Big Picture Retirement Planning Cheat Sheet. We've distilled the essential brackets, thresholds, and rules of retirement into an easy-to-digest, three-page summary. https://www.carrolladvisory.com/pl/2148282517

Want to ask Devin or John your question? Just visit https://www.bigpictureretirement.com/ and click on the “Ask A Question” menu selection.

Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms.

Contact Devin’s team at https://www.carrolladvisory.com/

Contact John’s team at https://www.rossandshoalmire.com/

  continue reading

227 episódios

Artwork
iconCompartilhar
 
Manage episode 431228132 series 3377217
Conteúdo fornecido por Devin Carroll and John Ross. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Devin Carroll and John Ross ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

In this episode of Big Picture Retirement, we’re back answering more of our listener-submitted questions. Join us as we cover:

  • Anna's Query: When will NESARA begin?

  • Ron's Question: Clarification on calculating taxes on Social Security benefits using our Cheat Sheet, specifically addressing whether AGI already includes SS benefits or if an additional 50% is added.

  • Anne's Concerns: Discussing the threshold for needing trusts for individuals with borderline amounts ($750,000 - $1.5 million) and insurance options for travelers, including auto insurance for rentals in the USA, abroad, and RVs vs. asset protection.

  • Lamont's Inquiry: Confirming the standard deduction amount for a couple both over 65.

  • Don's Situation: Understanding how income received from work as a Trustee or Executor for an estate affects Social Security earnings limits and the implications based on trust wording.

  • Danny's Topic: Evaluating company private E.S.O.P. plans and their benefits.

  • Lori's Request: Exploring the tradeoffs of naming children as beneficiaries versus creating a trust and naming the trust as beneficiary, especially in light of recent changes to inherited retirement accounts and the 10-year distribution window. Additionally, discussing how a trust can offer protection from changes in law.

If you’re thinking, "I love the Big Picture Retirement podcast!” please consider rating and reviewing this show! This helps us support more people -- just like you -- move toward a confident retirement. Just scroll down to the “ratings and reviews” section, tap to rate with five stars, and select “Write a Review.” Then be sure to let us know what you loved most about the episode!

Also, if you haven’t done so already, follow the podcast. We add new content every week, and if you’re not following, you’ll likely miss out. Follow now!

Don’t miss the Big Picture Retirement Planning Cheat Sheet. We've distilled the essential brackets, thresholds, and rules of retirement into an easy-to-digest, three-page summary. https://www.carrolladvisory.com/pl/2148282517

Want to ask Devin or John your question? Just visit https://www.bigpictureretirement.com/ and click on the “Ask A Question” menu selection.

Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms.

Contact Devin’s team at https://www.carrolladvisory.com/

Contact John’s team at https://www.rossandshoalmire.com/

  continue reading

227 episódios

Semua episode

×
 
Loading …

Bem vindo ao Player FM!

O Player FM procura na web por podcasts de alta qualidade para você curtir agora mesmo. É o melhor app de podcast e funciona no Android, iPhone e web. Inscreva-se para sincronizar as assinaturas entre os dispositivos.

 

Guia rápido de referências