2.3 • 681 Ratings
🗓️ 18 September 2018
⏱️ 34 minutes
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Jeffrey Levine (Forbes, Kitces.com, BluePrint Wealth Alliance) on President Donald Trump’s executive order on Multiple Employer Retirement Plans and required minimum distributions. Jeff also tells us how the IRS is throwing salt in the state and local tax deduction limit wound. Plus, will contributing to your retirement account lower your taxes and let you keep more take-home pay, and when should you file for Social Security or spousal benefits? Transcript and show notes at http://bit.ly/YMYW-187
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0:00.0 | Joe and Big Al uncover Social Security secrets on the latest episode of the Your Money, Your Wealth TV show. |
0:06.1 | Watch it online at Your Money Your Wealth.com and download our free Social Security handbook while you're there. |
0:12.0 | Now, today on the Your Money Your Wealth podcast, Forbes contributor, Kitsist.com, director of advisor education, and CEO of Blueprint Wealth Alliance, Jeffrey Levine, explains the opportunities and concerns presented by President Donald Trump's executive order relating to multiple employer retirement plans and required minimum distributions. |
0:31.3 | Now, what does this all mean for you? |
0:33.1 | Jeff also tells us how the IRS is throwing salt in the state and local tax deduction limit wound. |
0:39.2 | Plus, you asked and Joe and Big Al answered, will contributing to your retirement account |
0:43.7 | lower your taxes and let you keep more take-home pay? And when should you file for Social Security |
0:48.8 | or spousal benefits? Now, here are Joe Anderson CFP and Big Al Clopine CPA. |
0:56.0 | Alan, it's that time of the show, bud. It is. It's definitely my favorite time of the show. |
0:59.0 | When we talk to somebody that knows more than us, which is... |
1:02.0 | Way. |
1:03.0 | And in this case, it's way more than us. |
1:04.0 | You know, and you're a CPA, Big Al, you've been a CPA for a long time. |
1:07.0 | Yes, decades. And I guarantee you, our guest knows way more about taxes than |
1:12.8 | you've ever learned in 30-some-odd years. I don't doubt that. We got Jeffrey Levine on, |
1:17.9 | and I've been following Jeff for quite a while, and I've learned a lot. You think I'm a pretty |
1:23.6 | good IRA guy. Yeah, I do. And it's all because of... Because of Jeff. Exactly. |
1:32.2 | So I give all that credit to you. Now I know your secrets. Yes. So without further ado, |
1:36.6 | I want to walk Jeffrey to the show. You guys go on any longer. I'm going to have to ship a, you know, |
1:43.3 | a case of brandy over. This is quite the introduction. Well, we accept. Yeah. Brandy, tequila, |
1:44.9 | just pass blue ribbon. |
1:45.5 | I don't care. |
... |
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