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Something More is a Financial Talk Show. We call the program "Something More" so that we can talk about not only those important dollar and cents issues, but also the quality of life issues that make the money matters matter.  Not only do we speak about investment and planning concerns, but we often invite guests for interview. 

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  2. Client's Tax Questions; Adam Minsky, Student Loan Forgiveness

Client's Tax Questions; Adam Minsky, Student Loan Forgiveness

Oct 25, 2021

AMR advisors provide their insight on these questions from the client mailbag:

  • Will Roth IRA’s be taxed in the future?
  • Are there any steps we can take to minimize our taxes in 2021/2022?
  • Does it matter when we withdraw from our Required Minimum Distribution?

Chris and Jeff Perry discuss the implications of lower tax rates and higher tax collections from political shifts, and misconceptions about corporate taxes.

Adam Minsky, attorney and student loan expert, joins to discuss student loan forgiveness changes, including who qualified and how to apply under President Biden’s Expansion of Relief.

Chris and Scott Birmingham introduce AMR’s complimentary 401(k) offer, which provides consultation on where to place funds and how to diversify. Call Scott Birmingham at 866-771-8901 to schedule a review.