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121 - Overview of Important Mliestones To Be Aware Of
Manage episode 304492270 series 2653925
Scott and James discuss the important milestones you should be aware of.
Planning Points Discussed
- Retirement Planning
- Utilizing Time Efficiently
- Capital Appreciation
- Purchasing Power
- Other issues (IRAs, Inflation, Financial Goals, etc.)
Timestamps:
2:00 - Introduction
4:29 - Dependent Care
5:50 - Tax Credits
6:58 - Investing v. Gambling
8:02 - UGMA / UTMA
10:25 - Kiddie Tax
12:47 - Catch-up Contributions
15:40 - Social Security Benefits
17:55 - Qualified Charitable Distributions
19:00 - Charitable Giving Strategy
20:27 - RMDs (Required Minimum Distributions)
21:51 - Aligning Your Financial Goals
LET'S CONNECT!
James
Scott
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Leave us a review on iTunes.
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193 episódios
Manage episode 304492270 series 2653925
Scott and James discuss the important milestones you should be aware of.
Planning Points Discussed
- Retirement Planning
- Utilizing Time Efficiently
- Capital Appreciation
- Purchasing Power
- Other issues (IRAs, Inflation, Financial Goals, etc.)
Timestamps:
2:00 - Introduction
4:29 - Dependent Care
5:50 - Tax Credits
6:58 - Investing v. Gambling
8:02 - UGMA / UTMA
10:25 - Kiddie Tax
12:47 - Catch-up Contributions
15:40 - Social Security Benefits
17:55 - Qualified Charitable Distributions
19:00 - Charitable Giving Strategy
20:27 - RMDs (Required Minimum Distributions)
21:51 - Aligning Your Financial Goals
LET'S CONNECT!
James
Scott
ENJOY THE SHOW?
Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play.
Leave us a review on iTunes.
Have a money question you want us to answer? Submit one here
193 episódios
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