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Motley Fool Answers

January Mailbag: 457s, 529s, and Lots of Tax Stuff

Motley Fool Answers

The Motley Fool

Taxes, Saving, Money, Investing, Planning, Retirement, Personalfinance, Finance, Education, Business

4.4823 Ratings

🗓️ 30 January 2018

⏱️ 40 minutes

🧾️ Download transcript

Summary

The head of Motley Fool planning, Megan Brinsfield (aka Taxypants), joins us to answer your questions on term life insurance, diversifying employer stock, and taxes. We’ll also share some listener tips and feedback. Thanks to LegalZoom for supporting The Motley Fool.  Get special savings by going to legalzoom.com use Fool at checkout.

Transcript

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0:00.0

Thanks to LegalZoom for supporting Motleyful answers. Whether you want to take your business to the next level or take control of your family's future with an estate plan, LegalZoom is where to start. They're not a law firm, but their network of independent attorneys can help keep you on track. To learn more, go to LegalZoom. And for special savings, enter Fool at checkout.

0:20.3

Also, thanks to Ero for supporting Motleyful answers.

0:22.9

Never think about Wi-Fi again when you can have brilliant, hyper-fast, super-simple, Wi-Fi with ERO.

0:28.9

And now the second-generation ERO is tri-band and twice as fast as its predecessor.

0:33.5

For free overnight shipping to U.S. or Canada, visit ERO.com and at checkout, select overnight shipping, then enter Fool.

0:43.9

This is Motley Fool Answers. I'm Alison Southwick, and I'm joined as always by Robert Brokamp, personal finance expert here at the Motley Fool.

0:50.2

So good to be here again.

0:51.4

It's time, once again, to open up the mailbag. And joining us this week to answer your questions is Megan Brinsfield, aka TaxiPants.

0:59.0

Hi, Megan.

0:59.8

Hi.

1:00.5

So, you know, we're going to talk a lot about taxes.

1:03.0

But we're also going to share some listener tips and feedback.

1:05.5

All that and more on this week's episode of Motleyful answers.

1:09.5

It's the last week of the month.

1:11.8

For listeners who've been paying attention, you know that we're saving up all your questions

1:15.8

for the last week in a great big mailbag episode.

1:18.5

And joining us this week to tackle your questions is Megan Brinsfield.

1:21.6

She's a CFP and CPA and head of financial planning for Motley Fool wealth management, a sister

1:26.7

company of the Mollyolley Fool.

1:28.1

She joins us and we're excited about it.

1:30.9

Hi Megan.

1:31.9

Hi.

...

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