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The brand new Technology from Financial Freedom Podcast Event 58

The brand new Technology from Financial Freedom Podcast Event 58

I desired to start because of the talking about particular 2021 subject areas you to we shall feel tape to the Research off Monetary Versatility podcast


Towards improvement in administrations, 2021 promises to offer brand new demands and you will opportunities to this new house think stadium. Just how do family members, especially those provided because of the female, manage its riches effortlessly into the future amidst unanticipated transform?

Susan Travis, a great Mercer Advisors Customer Coach and Local Manager, matches servers Doug Fabian to talk about both identified and you may not familiar alter to wealth government into the 2021 and you may past.

  • The results of federal COVID rescue shelling out for income tax legislation
  • The specific exigencies estate think towns and cities into female
  • Just what Secure Act from 2019 way for family controlling the wide range
  • Transform in order to non-mate inherited IRA dates
  • Exactly how 529 plans and HSAs will be leveraged to change their income tax situation

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