#143 Tax Tips From Your Financial Advisor - Kevin Leon Money Matters With Dino podcast

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#143 Tax Tips From Your Financial Advisor - Kevin Leon

8+ y ago 24:14

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Contenido proporcionado por Money Matters With Dino and Dino Katsiametis. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Money Matters With Dino and Dino Katsiametis o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Now is the time to review your finances particularly how taxes during the distribution of retirement will affect your nest egg. Having the right Financial Planner on your side can literally mean millions in tax savings if things are handled properly and at the right time. In this episode Regional Vice President of Trilogy Financial Services Kevin Leon comes on to set the record straight. He and Dino discuss:

IRA/Roth IRA contributions
Who qualifies for IRA deductions
Who qualifies for Roth IRA contributions
Coverdell ESA. Who qualifies and who much you can contribute
Charitable Contributions made id 2015
Realized Capital losses

For past shows and to learn more about the God's Men of Influence community, check us out atwww.godsmenofinfluence.org

Join us on Facebook for our daily devotionals and updates and please like our page www.facebook.com/GodsMenOfInfluence

Help us spread the Word and please rate our show on itunes and leave comments for us. Tell us what insights you took from this episode.

… continue reading

154 episodios

#Business #Trading #Real Estate #Money Matters With Dino #Dino Katsiametis

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#143 Tax Tips From Your Financial Advisor - Kevin Leon

Money Matters With Dino

published 8+ y ago

Compartir

MP3•Episodio en casa

Contenido proporcionado por Money Matters With Dino and Dino Katsiametis. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Money Matters With Dino and Dino Katsiametis o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Now is the time to review your finances particularly how taxes during the distribution of retirement will affect your nest egg. Having the right Financial Planner on your side can literally mean millions in tax savings if things are handled properly and at the right time. In this episode Regional Vice President of Trilogy Financial Services Kevin Leon comes on to set the record straight. He and Dino discuss:

IRA/Roth IRA contributions
Who qualifies for IRA deductions
Who qualifies for Roth IRA contributions
Coverdell ESA. Who qualifies and who much you can contribute
Charitable Contributions made id 2015
Realized Capital losses

For past shows and to learn more about the God's Men of Influence community, check us out atwww.godsmenofinfluence.org

Join us on Facebook for our daily devotionals and updates and please like our page www.facebook.com/GodsMenOfInfluence

Help us spread the Word and please rate our show on itunes and leave comments for us. Tell us what insights you took from this episode.

… continue reading

154 episodios

#Business #Trading #Real Estate #Money Matters With Dino #Dino Katsiametis

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