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Big Picture Retirement

If you are planning for, or living in, retirement…this is the show for you. The success of your retirement may depend on how well you planned for the "big picture" and connected the dots of your legal, tax, and financial plan. In this show, we’ll dig beneath the surface and discuss how you should apply this planning with your hosts- attorney John Ross and financial planner Devin Carroll.
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Now displaying: November, 2017
Nov 27, 2017

Things You Should Do Before The End Of The Year:

  • Charitable contributions
  • Harvest Investment Gains and Losses
  • Required Minimum Distributions
  • Sit Down And Review This Stuff With Your Tax Advisor

There are a number of things you could do in the next few weeks to properly wrap up 2017. How do you decide which items to prioritize?

Devin and John cover things they think you need to do before the end of the year.

For more details, visit http://www.bigpictureretirement.net/048

Nov 20, 2017

Congress is moving fast through the process of changing our tax code. There are still lots of details to be ironed out, but one of the major provisions is a cut to the corporate tax rate.

There is also a proposal to cap the tax rate on pass-through business entities - which may reduce the amount of taxes paid by small businesses.

There are also many parts of the proposals that will impact individuals. More can be found at http://bigpictureretirement.net/047

Nov 13, 2017

A reverse mortgage is an agreement that a bank or other financial institution will loan you money against the value of the house, and you don’t have to repay that money until the property transfers ownership, often due to death of the homeowner.

There is lots to be said about reverse mortgages. If you want more information, go to our show notes at http://www.bigpictureretirement.net/046 

Nov 6, 2017

Devin and John explore the different ways that working can affect your Social Security benefit.

Then John explains how and why a child may be eligible for Supplemental Security Income (SSI) when the father was covered under a teacher’s retirement program and did not pay into Social Security.

For more details and resource, visit http://bigpictureretirement.net/045 

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