What you need to know about the current Social Security Claiming Rules, how to curb taxes in retirement,

and what Donald Trump's tax return reveals. This is Your Money, Your Wealth. Today on Your Money,

your wealth, Social Security expert Mary Beth Franklin explains the current claiming rules and how they

might have changed your retirement plans. Joe and Big Al offer tips for managing taxes in retirement and answer emails on rollovers,

Roth IRAs, $401Ks, debt, and building a stock portfolio.

And finally, from sole proprietorships to real estate, alternative minimum tax to capital gains and losses.

The fellas analyzed the tax return of one Donald J. Trump.

Here are Joe Anderson's CFP and Big Al Clopine's CPA. You know what, Al, I got some life insurance.

Yeah, it's what, just for your heirs? Yes. Just in case. Just in case you get some errors?

I don't know. So why you're young and healthy. Yes, I think it's important for people to purchase life insurance.

Yes, I agree with you.

I've got some myself.

And actually, I guess two policies.

You kind of feel a little relieved afterwards.

Yeah, right.

It's kind of a sunk cost, hopefully.

Sure.

Hopefully it is, right?

Hopefully, you know, term policy.

But, you know, going through that interview process.

Right.

I wonder how many people actually tell the truth.

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