• The Impact of the Upcoming Election on Estate Planning

  • Jul 30 2020
  • Durée: 37 min
  • Podcast

The Impact of the Upcoming Election on Estate Planning

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  • Résumé

  • There are significant differences in the approaches that will be taken in the future depending on election results. Rick examines the three most likely scenarios and how clients and advisors can prepare for them.

     

    Show Notes

    • Being ready in advance - 2:02
    • Not knowing the results of the election - 2:12
    • Not knowing how the tax rate will be - 4:28
    • Considering a roth IRA - 7:37
    • Reducing your taxes - 9:47
    • Having an immediate rate of return - 10:59
    • Doing the planning today - 13:31
    • The solutions of the Secure Act - 14:28
    • Access to cash value - 24:35
    • Tools for clients - 31:30

     

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