Shownotes
There are four types of taxes that are important to all retirees: 1) income tax; 2) capital gains tax; 3) estate tax, and 4) gift tax. New tax proposals may alter three of these types of tax and could decrease your family's overall wealth. If you feel confused by what it all means, do not worry! BoomX Show host Darol Tuttle breaksand offers resources and tips to not only understand but leverage the old and new tax laws. Simply put, this episode is about more dollars in your pocket by tax efficient investing.
You can join BoomX Academy for free and will be automatically enrolled in the BoomX Show Companion Course. The lesson for this podcast includes the Estate and Gift Tax publication and a thorough explanation of mutual fund taxation. Learn more at www.boomxacademy.com.
You also may receive the FREE BoomX Retirement Plan provided by SC Financial Group by clicking this link.