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Crucial Year-End Tax and Estate Planning Strategies with Plancorp's Susan Jones (EP.120)
About this Episode
The time for year-end tax and estate planning is now, and this year it's particularly important to get started as certain provisions from the Tax Cuts and Jobs Act will end soon. Plancorp's Susan Jones, JD, CFP joins the show to explain these important planning opportunities that deserve your attention before the end of the year.
Listen now and learn:
- The role tax projections play in long-term financial planning
- Multi-year planning opportunities for retirees, people with stock options, and business owners
- Potential impact of changing tax laws on the horizon
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
Hosts & Guests
No transcript available for this episode.
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