Show notes
In this special episode of the Retirement Made Easy podcast, I revisit some of the most commonly asked—and popular—questions from 2023. We'll tackle everything from capital gains tax to tax mapping for my clients. As tax-filing season comes to an end, these are some important things to keep in mind. Give it a listen! You will want to hear this episode if you are interested in... [1:33] Question #1: How does a capital gains tax work? [3:39] Question #2: Did contribution limits increase? [5:20] Question #3: How does the gift tax exclusion work? [8:09] Question #4: How do you convert a beneficiary IRA? [11:52] Question #5: How does tax mapping work for my clients? Resources & People Mentioned 3 Steps to Retirement Planning Connect With Gregg Gonzalez Email at: [email protected] Podcast: https://RetirementMadeEasyPodcast.com Website: https://StLouisFinancialAdvisor.com Follow Gregg on LinkedIn Follow Gregg on Facebook Follow Gregg on YouTube Subscribe to Retirement Made EasyOn Apple Podcasts, Spotify, Google Podcasts
