Episodes
Saturday Sep 18, 2021
Tax increases and your changing financial plans
Saturday Sep 18, 2021
Saturday Sep 18, 2021
On this week’s Money Matters, Scott and Pat discuss which tax changes may result from the $3.5 trillion reconciliation bill and how savers can prepare.
Scott and Pat advise a retired Army officer about how to handle three different life insurance policies. A caller asks if he should save money in Swiss bank accounts for added diversification. A man in California asks how he should invest $850,000 to ensure a comfortable retirement. Finally, Scott and Pat speak with a small business owner who wants to know when she should take Social Security.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
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