Aging With Grace 55+

Tax Investing Around Election Cycles

May 06, 2024 Dale Josey
Tax Investing Around Election Cycles
Aging With Grace 55+
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Aging With Grace 55+
Tax Investing Around Election Cycles
May 06, 2024
Dale Josey

Running out of money during retirement is the concern that consistently ranks as the No. 1 fear of retirees. John Watson, from dpl Financial Partners, shares his holistic approach to financial planning using a time proven combination of managed assets, annuities, income and protection strategies. Other topics include effects of the 2017 Tax Cut & Jobs Act scheduled, pending Congressional action,  to sunset soon  in addtion to standard deductions that are also in jeopardy.

Show Notes

Running out of money during retirement is the concern that consistently ranks as the No. 1 fear of retirees. John Watson, from dpl Financial Partners, shares his holistic approach to financial planning using a time proven combination of managed assets, annuities, income and protection strategies. Other topics include effects of the 2017 Tax Cut & Jobs Act scheduled, pending Congressional action,  to sunset soon  in addtion to standard deductions that are also in jeopardy.