As part of President Joe Biden's "American Families Plan, " many wealthy Americans will no longer be able to pass stocks, real estate, and other capital assets to their heirs when they die without paying capital gains tax. It's back to school time! And a perfect time to talk about setting up our college children for a lifetime of financial success.
Luke sat down with Kiona Dyches from WDTN to discuss the upcoming monthly advance payments of the child tax credit. Should you opt out? Nick has joined Eikenberry Retirement Planning in February of 2012 and will be instrumental in our business continuity plan along with managing the daily activities of the office, including new business, client services, marketing, conducting educational financial workshops and client appreciation events.
Luke sat down with Kiona Dyches from WDTN to discuss the upcoming monthly advance payments of the child tax credit. Should you opt out? Nick has joined Eikenberry Retirement Planning in February of 2012 and will be instrumental in our business continuity plan along with managing the daily activities of the office, including new business, client services, marketing, conducting educational financial workshops and client appreciation events.
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Nick has joined Eikenberry Retirement Planning in February of 2012 and will be instrumental in our business continuity plan along with managing the daily activities of the office, including new business, client services, marketing, conducting educational financial workshops and client appreciation events.
Retirement income strategies are not just for the wealthy. As retirement nears, the traditional strategy has been to move growth-seeking products to more conservative, fixed-income products. According to a recent study, for a married couple age 62 there is now a 65 percent chance that at least one spouse will live to age 85.1 This means that you may need to plan for your retirement savings to potentially last 25 to 30 years.
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