May 23, 2022
Listen to David explain how to get a full step up of cost basis on a Marital asset and avoid paying capital gains? Learn about the Marital Gifting Strategy that almost no one knows about!
Hear how to take advantage of your life time, gift exclusion amount, without the fear of an IRS claw back.
May 16, 2022
What types of investments should you hold in which type of accounts?
Taxable, Tax Free & Tax Deferred Why Auto Enrollment is good for America, but what are they missing big time?
May 9, 2022
Are tax free bonds truly tax free? Not always.
Who should consider tax free bonds and who shouldn’t?
What are the alternatives?
When you're looking at regular Bonds vs I-Bonds there is a difference.
Join me in this episode as we learn how to calculate your tax equivalent yield.
May 2, 2022
When should you use your ROTH IRA money?
While your living or when you’re dead?
Maybe the answer is – whenever you want!