Roth Conversions, Financial Advisor Duties, And Avoiding Tax Mines

Tax season can bring devastating problems to your portfolio and plans if not done properly. This episode shows you how Market Advisory Group brings finances and taxes together in harmony, plus updates in healthcare and estate planning.

#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri

Intro: 0:00

Financial Advisors: Balancing Dividends vs Tax Consequences - 0:21

Financial Advisors: Tap-Dancing Around Tax Mines - 9:00

Client Corner: Roth Conversions: Taxes Are Due At Time Of Conversion - 16:48

Medicare Advisor: ACA and Tax Subsidies - 24:12

Eidelman Law Advisor: What Is A Life Estate? - 34:20

CPA: This Is Why Financial Advisors Shouldn't Give Tax Advice - 42:02

Credits: 46:58

Learn more at: https://retirehour.com

Retire Hour is a weekly radio show and podcast. This financial education resource is for those approaching retirement, or seeking knowledge investing, income planning, taxes, medicare and estate planning.