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#143 Tax Tips From Your Financial Advisor - Kevin Leon

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Manage episode 151538200 series 1030583
Indhold leveret af Money Matters With Dino and Dino Katsiametis. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Money Matters With Dino and Dino Katsiametis eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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 episoder

Artwork
iconDel
 
Manage episode 151538200 series 1030583
Indhold leveret af Money Matters With Dino and Dino Katsiametis. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Money Matters With Dino and Dino Katsiametis eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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 episoder

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