This week’s show covers the implications of lower rates for certain asset classes, the disappearance of 5% yields, and our favorite HSA’s.
Why You Own What You Own, One Partner Handling the Finances, Short Term Bonds (10.12.24)
Fourth Quarter Planning, Overdoing Roth Conversions, Retirement Changes in 2025 (10.5.24)
Account Consolidation Specifics, Tax-Efficient Investing, Roth Conversions (9.28.24)
More on the Annuity Tax Bomb, Donor Advised Funds, and LOTS of emails! (9.14.24)