Tax-Investment-Planning Show

by Tax Investment Planning Show

Tax-Investment-Planning Show
  • Language: eng
  • Episodes: 21
  • Last: 28 Jan 2014
Interviews with professionals in regard to tax and investment planning ideas

Episodes (21)

  • Thoughts on Stock & Bond Markets & Economic Outlook
    Thoughts on Stock & Bond Markets & Economic Outlook
    Play
    Published: 11 Apr 2013 Duration: 33:00
    Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.   The views expressed in this talk are solely the opinions of the speakers involved.   These opinions are genera... Read more →
    Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.   The views expressed in this talk are solely the opinions of the speakers involved.   These opinions are genera... Read more →

  • Explanation of How Financial Brokers & Advisors Are Paid
    Explanation of How Financial Brokers & Advisors Are Paid
    Play
    Published: 23 May 2013 Duration: 35:00
    Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.   The views expressed in this talk are solely the opinions of the speakers involved.   These opinions are general ... Read more →
    Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.   The views expressed in this talk are solely the opinions of the speakers involved.   These opinions are general ... Read more →

  • Affordable Care Act 101: What You Need To Know
    Affordable Care Act 101: What You Need To Know
    Play
    Published: 21 Nov 2013 Duration: 28:00
    Disclaimer Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.   The views expressed in this talk are solely the opinions of the speakers involved.   These opi... Read more →
    Disclaimer Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.   The views expressed in this talk are solely the opinions of the speakers involved.   These opi... Read more →

  • Thoughts on Stock and Bond Markets and Economic Outlook - 2
    Thoughts on Stock and Bond Markets and Economic Outlook - 2
    Play
    Published: 11 Jul 2013 Duration: 34:00
    Topics and Strategies dicussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.  The views expressed in this talk are solely the opinions of the speakers involved.  These opinions are general in... Read more →
    Topics and Strategies dicussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.  The views expressed in this talk are solely the opinions of the speakers involved.  These opinions are general in... Read more →

  • Non-Deductible IRAs & Roth IRA Conversions
    Non-Deductible IRAs & Roth IRA Conversions
    Play
    Published: 1 Apr 2013 Duration: 33:00
      Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.   The views expressed in this talk are solely the opinions of the speakers involved.   These opinions are ... Read more →
      Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.   The views expressed in this talk are solely the opinions of the speakers involved.   These opinions are ... Read more →

  • Using Trusts as Beneficiaries of IRAs
    Using Trusts as Beneficiaries of IRAs
    Play
    Published: 4 Apr 2013 Duration: 35:00
    Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.   The views expressed in this talk are solely the opinions of the speakers involved.   These opinions are gene... Read more →
    Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.   The views expressed in this talk are solely the opinions of the speakers involved.   These opinions are gene... Read more →

  • Living Trusts: Do I Really Need One?
    Living Trusts: Do I Really Need One?
    Play
    Published: 18 Apr 2013 Duration: 29:00
    Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.   The views expressed in this talk are solely the opinions of the speakers involved.   These opinions are general ... Read more →
    Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.   The views expressed in this talk are solely the opinions of the speakers involved.   These opinions are general ... Read more →

  • Sales Tax & Ad Valorem Taxes in Georgia
    Sales Tax & Ad Valorem Taxes in Georgia
    Play
    Published: 2 May 2013 Duration: 37:00
    Disclaimer: Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.  The views expressed in this talk are solely the opinions of the speakers involved.  These opinio... Read more →
    Disclaimer: Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.  The views expressed in this talk are solely the opinions of the speakers involved.  These opinio... Read more →

  • Tax Effective Charitable Gifting
    Tax Effective Charitable Gifting
    Play
    Published: 15 May 2013 Duration: 32:00
    Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.   The views expressed in this talk are solely the opinions of the speakers involved.   These opinions are genera... Read more →
    Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.   The views expressed in this talk are solely the opinions of the speakers involved.   These opinions are genera... Read more →

  • Tax Effective Divorce Planning
    Tax Effective Divorce Planning
    Play
    Published: 30 May 2013 Duration: 34:00
    Disclaimer Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.   The views expressed in this talk are solely the opinions of the speakers involved.   These opinion... Read more →
    Disclaimer Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.   The views expressed in this talk are solely the opinions of the speakers involved.   These opinion... Read more →

  • Beneficiary Forms for Retirement Accounts
    Beneficiary Forms for Retirement Accounts
    Play
    Published: 13 Jun 2013 Duration: 37:00
    Disclaimer Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.   The views expressed in this talk are solely the opinions of the speakers involved.   These opinions ... Read more →
    Disclaimer Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.   The views expressed in this talk are solely the opinions of the speakers involved.   These opinions ... Read more →

  • Advantages of Roth IRAs
    Advantages of Roth IRAs
    Play
    Published: 24 Jul 2013 Duration: 30:00
    Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.   The views expressed in this talk are solely the opinions of the speakers involved.   These opinions are general i... Read more →
    Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.   The views expressed in this talk are solely the opinions of the speakers involved.   These opinions are general i... Read more →

  • Income Tax Planning Ideas
    Income Tax Planning Ideas
    Play
    Published: 15 Aug 2013 Duration: 31:00
    DisclaimerTopics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.  The views expressed in this talk are solely the opinions of the speakers involved.  These opinions are ge... Read more →
    DisclaimerTopics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.  The views expressed in this talk are solely the opinions of the speakers involved.  These opinions are ge... Read more →

  • Special Needs Trusts
    Special Needs Trusts
    Play
    Published: 29 Aug 2013 Duration: 26:00
    DisclaimerTopics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.  The views expressed in this talk are solely the opinions of the speakers involved.  These opinions are ge... Read more →
    DisclaimerTopics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.  The views expressed in this talk are solely the opinions of the speakers involved.  These opinions are ge... Read more →

  • Long-Term Care Insurance
    Long-Term Care Insurance
    Play
    Published: 5 Sep 2013 Duration: 32:00
    Disclaimer Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.   The views expressed in this talk are solely the opinions of the speakers involved.   These opinions ar... Read more →
    Disclaimer Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.   The views expressed in this talk are solely the opinions of the speakers involved.   These opinions ar... Read more →

  • 401(k) Plan: Basics for Plan Administrators or Fiduciaries
    401(k) Plan: Basics for Plan Administrators or Fiduciaries
    Play
    Published: 19 Sep 2013 Duration: 30:00
    Disclaimer Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.   The views expressed in this talk are solely the opinions of the speakers involved.   These opinions ar... Read more →
    Disclaimer Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.   The views expressed in this talk are solely the opinions of the speakers involved.   These opinions ar... Read more →

  • 4th Qt, 2013 Stock, Bond & Economic Outlook
    4th Qt, 2013 Stock, Bond & Economic Outlook
    Play
    Published: 22 Oct 2013 Duration: 26:00
    Disclaimer Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.  The views expressed in this talk are solely the opinions of the speakers involved.   These opinions are... Read more →
    Disclaimer Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.  The views expressed in this talk are solely the opinions of the speakers involved.   These opinions are... Read more →

  • 401 k: Info for Participants
    401 k: Info for Participants
    Play
    Published: 1 Nov 2013 Duration: 31:00
    Disclaimer Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.   The views expressed in this talk are solely the opinions of the speakers involved.   These opini... Read more →
    Disclaimer Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.   The views expressed in this talk are solely the opinions of the speakers involved.   These opini... Read more →

  • Social Security Planning Strategies
    Social Security Planning Strategies
    Play
    Published: 17 Jan 2014 Duration: 29:00
    Disclaimer Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.   The views expressed in this talk are solely the opinions of the speakers involved.   These opi... Read more →
    Disclaimer Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.   The views expressed in this talk are solely the opinions of the speakers involved.   These opi... Read more →

  • 2013 Year in Review and 2014 Economic Outlook
    2013 Year in Review and 2014 Economic Outlook
    Play
    Published: 28 Jan 2014 Duration: 25:00
    Disclaimer Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.   The views expressed in this talk are solely the opinions of the speakers involved.   These opi... Read more →
    Disclaimer Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.   The views expressed in this talk are solely the opinions of the speakers involved.   These opi... Read more →

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