Episode 18 of Season 2 of Retire Hour. Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Danny Goolsby and Larry Kloefkorn remotely. They discuss President Biden’s recent tax increase proposals and the elimination of step up in cost basic for inheritance. Then in the Find the Fees segment they examine ongoing fees and ETF’s VS Mutual funds. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through some tips before choosing a Medicare Advantage Plan. Next, Matt is joined by estate planning attorney Gerald Eidelman to evaluate the steps needed to take if someone were to get remarried during retirement. Lastly, Matt is joined by lead CPA of Market Tax Services, Joshua Cicora to chat about Biden’s suggested changes to Long Term Capital Gains rates.
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