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What Matters Most - Tax Updates & Updates with Shane Small

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Manage episode 371767919 series 2408524
Innhold levert av First United Bank & Trust and First United Bank. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av First United Bank & Trust and First United Bank eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In this episode, we welcome Shane Small, VP & Senior Wealth Advisor at First United Bank & Trust, for a timely discussion on tax updates from the Wealth Management area. As the mid-year approaches, it's crucial to review your taxes and ensure you're on the right track. Shane shares valuable insights on changes in retirement accounts, including Required Minimum Distributions (RMDs), as well as capital gains requirements. Moreover, he highlights the importance of retirement planning and how individuals can effectively manage their income and tax burdens. Tune in to gain practical advice and expert tips to optimize your financial well-being.

  continue reading

134 episoder

Artwork
iconDel
 
Manage episode 371767919 series 2408524
Innhold levert av First United Bank & Trust and First United Bank. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av First United Bank & Trust and First United Bank eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In this episode, we welcome Shane Small, VP & Senior Wealth Advisor at First United Bank & Trust, for a timely discussion on tax updates from the Wealth Management area. As the mid-year approaches, it's crucial to review your taxes and ensure you're on the right track. Shane shares valuable insights on changes in retirement accounts, including Required Minimum Distributions (RMDs), as well as capital gains requirements. Moreover, he highlights the importance of retirement planning and how individuals can effectively manage their income and tax burdens. Tune in to gain practical advice and expert tips to optimize your financial well-being.

  continue reading

134 episoder

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