Lessons Learned from Fall Tax Meetings, Ep #329
As you probably know by now, Bret and I are here to help you spend more money and spend less in taxes so that you can live an even better life in retirement.\xa0
This week we\u2019re helping you do that by sharing some lessons that we learned from our clients\u2019 fall tax meetings. If you enjoyed our Lessons in Estate Planning episodes last spring, you\u2019ll love hearing what we learned from our clients this fall. Press play to hear what you can learn from our experience with our clients.
Outline of This Episode- [1:42] Why we love Roth conversions
- [10:40] Don\u2019t forget to plan for taxes as a widow/er
- How Could This Go Horribly Wrong? Lessons in Estate Planning Part 1, Ep #295
- My Kids Don\u2019t Want My Stuff \u2013 Lessons in Estate Planning Part 2, Ep # 296
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