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121 - Overview of Important Mliestones To Be Aware Of
Manage episode 304492270 series 2653925
Scott and James discuss the important milestones you should be aware of.
Planning Points Discussed
- Retirement Planning
- Utilizing Time Efficiently
- Capital Appreciation
- Purchasing Power
- Other issues (IRAs, Inflation, Financial Goals, etc.)
Timestamps:
2:00 - Introduction
4:29 - Dependent Care
5:50 - Tax Credits
6:58 - Investing v. Gambling
8:02 - UGMA / UTMA
10:25 - Kiddie Tax
12:47 - Catch-up Contributions
15:40 - Social Security Benefits
17:55 - Qualified Charitable Distributions
19:00 - Charitable Giving Strategy
20:27 - RMDs (Required Minimum Distributions)
21:51 - Aligning Your Financial Goals
LET'S CONNECT!
James
Scott
ENJOY THE SHOW?
Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play.
Leave us a review on iTunes.
Have a money question you want us to answer? Submit one here
193 episoder
Manage episode 304492270 series 2653925
Scott and James discuss the important milestones you should be aware of.
Planning Points Discussed
- Retirement Planning
- Utilizing Time Efficiently
- Capital Appreciation
- Purchasing Power
- Other issues (IRAs, Inflation, Financial Goals, etc.)
Timestamps:
2:00 - Introduction
4:29 - Dependent Care
5:50 - Tax Credits
6:58 - Investing v. Gambling
8:02 - UGMA / UTMA
10:25 - Kiddie Tax
12:47 - Catch-up Contributions
15:40 - Social Security Benefits
17:55 - Qualified Charitable Distributions
19:00 - Charitable Giving Strategy
20:27 - RMDs (Required Minimum Distributions)
21:51 - Aligning Your Financial Goals
LET'S CONNECT!
James
Scott
ENJOY THE SHOW?
Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play.
Leave us a review on iTunes.
Have a money question you want us to answer? Submit one here
193 episoder
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