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The new Technology out-of Economic Independence Podcast Event 58

The new Technology out-of Economic Independence Podcast Event 58

I needed to start of the these are certain 2021 topics you to we shall feel tape toward Science of Monetary Liberty podcast


To your change in administrations, 2021 promises to promote this new demands and chances to the house planning stadium. Just how do family members, especially those contributed of the girls, create their money efficiently into the future amidst unanticipated alter?

Susan Travis, a great Mercer Advisors Client Coach and you may Local Director, matches server Doug Fabian to discuss both understood and you will unfamiliar transform so you’re able to wide range government during the 2021 and you may beyond.

  • The effects of government COVID recovery shelling out for tax legislation
  • The exigencies property thought urban centers toward lady
  • Exactly what the Safer Work off 2019 means for families controlling the money
  • Change to help you non-companion passed on IRA schedules
  • Just how 529 preparations and you will HSAs might be leveraged to improve your own tax state

Presenter: Today, on the Science of Economic Freedom podcast, we talk about wealth and tax strategies under the new administration, with Sr. (далее…)