Allworth Financial’s Money Matters

Allworth Financial’s Money Matters header image 1

Estate Planning with the New Tax Laws and the Stock Market

February 17, 2018

On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about estate planning with the new tax laws and the current state of the stock market.

Scott and Pat take a call from a caller who received a large windfall from his employer's pension plans and wants to know how to mitigate the increase in his Medicare premiums. A caller wants to know what he and his wife should do with the money she inherited. A woman inherited money from her father and wants to know if the money will be taxed. A man calls on behalf of someone else and wants to know what the maximum Wind Fall Elimination program reduction would be for a teacher who wants to retire at 62. Lastly, Scott and Pat welcome Andrew Kroll, Estate Planning & Asset Protection Attorney at Kroll Law Offices, P.C.