This weeks show features Jeff Motske and Cary Boring from Trilogy Financial Services and is a fantastic breakdown of financial and tax strategies for the end of 2014!
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Consider Your Financial Compatibility Before You Start House Hunting
Questions discussed in show:
- How often should you review your portfolio?
- How much gifting can you do to family without anyone having to pay taxes?
- Why do we hear so much about investors converting to a Roth IRA before the end of the year? What’s the advantage?
- What type of restrictions are on 401k contributions?
- When it comes to investments like mutual funds, what types of things do you have to be aware of towards the end of the year?
- How are the new requirements in healthcare affecting financial planning as the new year approaches?
- How do you evaluate when someone should take social security?
- What should someone’s investment portfolio look like at the time of retirement? What type of assets and how much wealth do they really need?
